Albert
Brown

Wealth Management Partners, LLC

CRD#4614503
Investment Advisor
in Tucson, AZ

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About this Advisor

Albert Brown is a financial advisor based in Tucson, Arizona who has 3 years of industry experience. Brown is on the advisory team at Wealth Management Partners, LLC. During their career, the advisor has held roles at Raymond James Financial Services, Raymond James Financial Services Advisors, Inc and Wealth Managmement Partners, LLC. Brown holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Arizona. Wealth Management Partners, LLC is an advisory company that has its headquarters in Tucson, AZ. It handles $514 million in assets between its 1,907 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 1,907 accounts, 24% are held by high-net-worth individuals who have greater than $1 million in assets. Wealth Management Partners, LLC provides a set of services, including portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fee types charged by Wealth Management Partners, LLC likely consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1980 E River Road Suite 120
Tucson, AZ 85718

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Wealth Management Partners, LLC Brokerage Details

Total Assets Under Management

$514,335,508

AZ Average: $1,555,372,352
Total Number of Employees

8

AZ Average: 37
Total Number of Accounts

1,907

AZ Average: 1,370
Average Account Size

$269,709

AZ Average: $1,135,308

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Albert Brown Work History

Albert has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Wealth Managmement Partners, LLC

2009 - 2020 (11 years)

Raymond James Financial Services

2009 - 2020 (11 years)

Raymond James Financial Services Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Albert Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealth Management Partners, LLC

Guillermo Monge
Tucson, AZ
Thomas Curtis
Tucson, AZ
Albert Brown
Tucson, AZ
Laura Barnard
Tucson, AZ
Gregory Bryson
Tucson, AZ
Morgan Brown
Tucson, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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