Guillermo Hector Monge
Investment adviser representative at Wealth Management Partners, LLC
13 yearsExperience
1 stateRegistered in
$793.5MFirm assets
6 yearsFirm in business
Are you Guillermo Hector Monge? Claim your profile
Contact this firm
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
13 years in the industry.
- Wealth Management Partners, LLCNov 2020 to now
- Wealth Managmement Partners, LLCOct 2020 to now
- Raymond James Financial Services Advisors Inc.Apr 2013 to Sep 2020
- Raymond James Financial Services, Inc.Mar 2013 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 3204917
- Firm CRD
- 309790