SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
WLT Partners
Miami, FL
WLT Partners Inc., CRD 339994
Firm filing updated July 31, 2026 ·
- $104.3MAssets
- 48Clients
- 2Advisory staff
- 48Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals31
- Corporations or other businesses11
- Individuals2
- Insurance companies1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 2 | $478,667 |
| High net worth individuals | 31 | $49.7 million |
| Insurance companies | 1 | $1.7 million |
| Corporations or other businesses not listed above | 11 | $44.9 million |
| Other: "TRUST COMPANIES" | 3 | $7.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Other: "CONSULTING SERVICES"
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Other: "CONSULTING SERVICES"
Assets and accounts
- Regulatory assets$104.3 million
- Accounts48
- DiscretionaryAll accounts
People
- Employees3
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- Legal name: WLT Partners Inc. SEC-registered investment advisor. CRD 339994, SEC file 801-135681.
- Registered with the SEC as an investment advisor (status date on record: March 31, 2026).
Is WLT Partners a fiduciary?
Short answer: WLT Partners is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.