MD Wealth Partners, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$57,524,198
Clients
79
Advisors
2
of 2 employees
About
MD Wealth Partners serves individual and high-net-worth clients, as well as some business clients, offering investment management (through third‑party managers), financial planning, and consulting services. The firm uses eMoney for financial planning work and requires clients to establish managed accounts on a third‑party platform for ongoing portfolio management.
The firm’s investment approach emphasizes principles of value, safety, quality, and an emphasis on risk control, and it works with each client to select one or more third‑party strategists on the AssetMark platform that match the client’s objectives and risk tolerance. MD Wealth performs periodic reviews (at least quarterly), communicates with platform managers as needed, and leaves day‑to‑day trading and implementation to the selected strategists.
MD Wealth reports a regulatory asset composition that is uncommon among similar firms: $0 in discretionary AUM and $60,011,160 in non‑discretionary AUM as of December 31, 2025, meaning the firm does not take discretionary trading authority for client accounts. The brochure also discloses that the firm can receive business development allowances and other benefits from AssetMark and that an adviser is separately licensed to sell insurance—both identified as potential conflicts the firm addresses through disclosure and its fiduciary obligations.
Client services
Expertise
Fee options
0.50% to 1.75% annually (customized based on complexity, strategy, and client factors)
Financial planning and consulting fees charged on an hourly basis, amount not specifically stated.
Account minimum: $100,000
Main office
4550 East Thousand Oaks Blvd., Suite 150
Westlake Village CA 91362
Advisors at this office
2
Most active in
California · Texas
Also doing business as
Md Wealth Partners Inc. · Md Wealth Partners, Inc · Md Wendell Wealth Partners · Wendell, Mark D · Wendell, Mark Dwayne
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Nicholas W
Series 66
Westlake Village, CA
MD Wealth Partners, Inc
Nicholas Willenbring is a financial advisor at MD Wealth Partners, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. He has been with MD Wealth Partners since 2019. MD Wealth Partners serves individual and high-net-worth clients, as well as some business clients, providing investment management through third-party managers, financial planning, and consulting services. The firm emphasizes value, safety, quality, and risk control, using the AssetMark platform to tailor portfolio management to client objectives and risk tolerance.
Mark W
Series 63, Series 65
Westlake Village, CA
MD Wealth Partners, Inc
Mark Wendell is a financial advisor at MD Wealth Partners, Inc with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MD Wendell Wealth Partners since 2011. Outside of advisory services, he is also involved in offering insurance products, including life insurance, annuities, and long-term care insurance. MD Wealth Partners serves individual, high-net-worth, and business clients by providing investment management through third-party managers, financial planning, and consulting services. The firm emphasizes value, safety, quality, and risk control in its investment approach and works with clients to select strategists on the AssetMark platform that align with their objectives and risk tolerance.
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