Investment adviser · CRD 339994
WLT PARTNERS
Investment adviser filing (IA)
WLT PARTNERS INC.
MIAMI, FL, United States · Form ADV filed Jul 31, 2026
- Regulatory AUM
- $104M Form ADV · Item 5.F
- Client accounts
- 48 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 31 | $49,722,328 | 47.7% |
| Corporations & businesses | 11 | $44,895,027 | 43.0% |
| Other clients | 3 | $7,511,810 | 7.2% |
| Insurance companies | 1 | $1,679,333 | 1.6% |
| Individuals | 2 | $478,667 | 0.5% |
Filing source
Form ADV 2123205 · Jul 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 31, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1395 BRICKELL AVENUE, SUITE 800MIAMI, FL, 33131, United States
CRD 339994
Filing source
Form ADV 2123205 · Jul 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.