MD Wealth Partners, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$60,011,160
Total clients
79
27% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
40
Average account size
$759,635
About
MD Wealth Partners serves individual and high-net-worth clients, as well as some business clients, offering investment management (through third‑party managers), financial planning, and consulting services. The firm uses eMoney for financial planning work and requires clients to establish managed accounts on a third‑party platform for ongoing portfolio management.
The firm’s investment approach emphasizes principles of value, safety, quality, and an emphasis on risk control, and it works with each client to select one or more third‑party strategists on the AssetMark platform that match the client’s objectives and risk tolerance. MD Wealth performs periodic reviews (at least quarterly), communicates with platform managers as needed, and leaves day‑to‑day trading and implementation to the selected strategists.
MD Wealth reports a regulatory asset composition that is uncommon among similar firms: $0 in discretionary AUM and $60,011,160 in non‑discretionary AUM as of December 31, 2025, meaning the firm does not take discretionary trading authority for client accounts. The brochure also discloses that the firm can receive business development allowances and other benefits from AssetMark and that an adviser is separately licensed to sell insurance—both identified as potential conflicts the firm addresses through disclosure and its fiduciary obligations.
Client services
Expertise
Fee options
0.50% to 1.75% annually (customized based on complexity, strategy, and client factors)
Financial planning and consulting fees charged on an hourly basis, amount not specifically stated.
Account minimum: $100,000
Main office location
MD Wealth Partners, Inc
4550 East Thousand Oaks Blvd., Suite 150
Westlake Village CA 91362, United States
Number of offices
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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