A complete list of active advisors currently associated with Wealth Management Partners of Los Angeles

Warmer can help you find a great advisor at Wealth Management Partners of Los Angeles or one who fits your needs even better.

Wealth Management Partners of Los Angeles provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, delivering investment management through multiple third‑party platforms and sub‑advisors (including programs sponsored by Orion, SEI, Hansen and others). The firm also supports retirement plan participant accounts through an "assets held away" platform and facilitates access to separately managed account and mutual fund model offerings. The firm's investment process combines fundamental analysis, modern portfolio theory and technical analysis with a long‑term trading orientation, and it commonly delegates model management and trade execution to sub‑advisors and platform strategists. Investment implementation may include option strategies and other derivatives within separately managed account structures, and client accounts are reviewed at least quarterly with annual suitability checks. Distinctive aspects include a client base that is large relative to typical peers for a firm of its size while operating across several third‑party programs, which can affect how advisory and monitoring duties are allocated. The firm also uses derivatives (options) in SMA and platform solutions—an approach that is relatively uncommon among independent advisers—and discloses fee‑sharing and referral arrangements with third‑party managers as potential conflicts.

To learn more about the advisors currently working at Wealth Management Partners of Los Angeles, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.