Wealth Warden Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Warden Partners positions itself as an investment adviser providing ongoing portfolio management to individuals and high‑net‑worth individuals, preparing written Investment Policy Statements tailored to each client’s goals, time horizon, and risk tolerance; its brochure reports no assets under management and no clients at the time of filing. The firm uses asset‑based advisory fees, a common billing method among peers, and discloses a low stated account minimum of $500 that may be waived.
WWP describes a discretionary, long‑term management approach that combines fundamental analysis with modern portfolio theory to construct diversified portfolios and monitor accounts at least quarterly. It generally limits investments to mutual funds, equities, fixed‑income securities, and ETFs, and seeks written discretionary authority to implement trading consistent with clients’ documented objectives.
Distinctive features include a requirement that clients use a specific broker‑dealer/custodian (ALTRUIST FINANCIAL LLC) rather than permitting client choice, the absence of soft‑dollar arrangements and wrap program participation, and an explicit policy not to accept performance‑based fees. The firm is newly formed and very small (a single adviser with no reported AUM at filing), which may result in a different operational scale and resource profile compared with larger institutional investment managers.
Client services
Expertise
Fee options
1.00% annually
Account minimum: $500
Main office
663 N Franklin St., Ste 510
Tampa FL 33602
Advisors at this office
2
Most active in
Florida
Also doing business as
Wealth Warden LLC · Wealth Warden Partners
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
Nam N
Series 65
Tampa, FL
Wealth Warden Partners
Nam Nguyen is a financial advisor at Wealth Warden Partners in Tampa, FL, holding a Series 65 designation. He has been with Wealth Warden Partners since 2025 and has 11 years of overall industry experience. Wealth Warden Partners provides ongoing portfolio management to individuals and high-net-worth clients using a discretionary, long-term investment approach that combines fundamental analysis with modern portfolio theory. The firm focuses on diversified portfolios of mutual funds, equities, fixed-income securities, and ETFs, and requires clients to use a specific broker-dealer/custodian.
Pedro D
Series 63, Series 65
Tampa, FL
Wealth Warden Partners
Pedro Do Nascimento Tonietto is a financial advisor at Wealth Warden Partners with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Fidelity Investments, Wells Fargo, and Ameriprise. Outside of advisory work, he is also engaged as an independent photographic and commercial model. Wealth Warden Partners provides ongoing portfolio management and prepares customized Investment Policy Statements for individual and high-net-worth clients. The firm employs a discretionary, long-term management approach combining fundamental analysis with modern portfolio theory, focusing on diversified investments in mutual funds, equities, fixed income, and ETFs.
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