Fee-only adviser · Encino, CA
Wealth Management Partners of Los Angeles
Wealth Management Partners of Los Angeles is a fee-only investment adviser registered with the securities regulator of California, with its main office in Encino, California. On its latest Form ADV, filed August 12, 2026, it reports $25M in regulatory assets under management, 124 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 306780 |
| Office | 15760 Ventura Boulevard Suite 700 Encino, CA 91436 |
| Phone | (844) 242-0073 |
| Website | wmplainc.com |
| Regulatory assets under management | $25M |
| Individual clients | 123 non-high-net-worth, 1 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 12, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Encino
- Navalign, LLC $732M
- Goodstein Wealth Management LLC $114M
- Financial Planning for Generations, Inc. Not reported
- Heyman Wealth Management, LLC $115M
- Marest Capital, LLC $240M
- Portfolio Design Labs, LLC $625M
See all 9 fee-only advisers in Encino →
Nearby
- Sherman Oaks 7 firms
- Van Nuys 1 firm
- Studio City 2 firms
- Northridge 1 firm
- 8605 Santa Monica Boulevard 53781 1 firm
- Canoga Park 1 firm
- West Hollywood 1 firm
- Woodland Hills 11 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Wealth Management Partners of Los Angeles? Update this listing.