Wealth Manager
    SEC Registered
    Manages Private Funds

    Financial Partners, LLC

    Registered investment advisor · Santa Fe, New Mexico · CRD #170002

    Assets Under Management
    $182M
    Client Accounts
    268
    Employees
    4
    CRD Number
    170002
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Financial Partners, LLC

    Financial Partners, LLC is a SEC-registered investment advisory firm headquartered in Santa Fe, New Mexico, managing approximately $182M in regulatory assets across 268 client accounts. The firm's full regulatory record is filed with the SEC under CRD #170002.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Financial Partners, LLC

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    Frequently Asked Questions

    What is Financial Partners, LLC's AUM?

    Financial Partners, LLC reports approximately $182M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Financial Partners, LLC headquartered?

    Financial Partners, LLC is headquartered in Santa Fe, New Mexico.

    What is Financial Partners, LLC's CRD number?

    Financial Partners, LLC's CRD number is 170002. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Financial Partners, LLC manage?

    Financial Partners, LLC manages approximately 268 client accounts according to its latest SEC filing.

    Is Financial Partners, LLC SEC registered?

    Yes, Financial Partners, LLC is registered with the SEC as an investment adviser with an approved registration status.

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