Wealth Management Partners Inc. D/B/A Us Advisory Group (Wakefield)

Name: Wealth Management Partners Inc. D/B/A Us Advisory Group
Address: 301 Edgewater Place, Wakefield, MA, 01880
Telephone: 781-246-0222

Wealth Management Partners Inc. D/B/A Us Advisory Group is an adviser based in Wakefield. It manages $53.51 million of regulatory assets for 166 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Florida, Maine, and 3 other states.

Wealth Management Partners Inc. D/B/A Us Advisory Group provides financial planning services, portfolio management for individuals and small businesses, and consulting. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Management Partners Inc. D/B/A Us Advisory Group: assets under management

The assets under management (AUM) of Wealth Management Partners Inc. D/B/A Us Advisory Group is $53.51 million. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealth Management Partners Inc. D/B/A Us Advisory Group for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wealth Management Partners Inc. D/B/A Us Advisory Group

Frederick Vincent Mcdonald has been acting as President since 1 Aug 1998. John Gerard O'callaghan joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frederick Vincent Mcdonald	Chief compliance officer/president/ceo	1 Aug 1998	75% - 100%	706872
Lewis John Leathersich	Vice president	1 Jan 2007	Other	1155885
John Gerard O'callaghan	Managing director	1 Jan 2011	Other	4470779

Based in Wakefield

The principal office where Wealth Management Partners Inc. D/B/A Us Advisory Group performs its advisory services is located at 301 Edgewater Place, Wakefield, MA 01880, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-246-0222 or by fax 781-246-9096. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at usadvisory.com.