Wealth Partners Corporation

Wealth Partners Corp provides investment advisory and consulting services to individuals, families, and businesses, delivering portfolio management primarily through unaffiliated third‑party managers and model portfolios accessed via co‑advisory platforms. As of March 5, 2026, the firm reported $20,918,025 in client assets across roughly 175 client relationships.

WPC typically assists clients with account setup, asset‑allocation guidance, and the selection and oversight of third‑party managers, while those managers perform day‑to‑day trading and reporting. The firm participates in co‑advisory wrap‑fee programs with AE Wealth Management and Morningstar Investment Services that grant the platform sponsors discretionary authority to implement model manager strategies, and WPC retains the ability to select and supervise model managers available through those platforms.

Compared with many independent advisers, WPC’s business is notable for its participation in wrap‑fee co‑advisory programs and for having the majority of its reported AUM held in non‑discretionary accounts — $15,354,025 of $20,918,025 — which is atypical among peers. The firm’s principal also maintains insurance agency activities and the adviser relies on third‑party administrative platforms (such as Orion and the platform providers) for reporting and fee billing, which are relevant to how services and conflicts are coordinated.