Thomas Joseph Curtis
Investment adviser representative at Wealth Management Partners, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$793.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Wealth Management Partners, LLCOct 2020 to now
- N/aNov 2013 to Apr 2017
- Insurance-non VariableNov 2011 to Oct 2022
- Wealth Mgt. Partners LLCDec 2009 to Oct 2020
- Raymond James Financial ServicesAug 2009 to Oct 2020
- Raymond James Financial Services Advisors, IncAug 2009 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Wealth Management Partners, LLC
$793.5MAssets managed
799Clients
9Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2456332
- Firm CRD
- 309790