Financial Partners, LLC
Financial Partners, LLC is an SEC-registered mass-market adviser in Santa Fe, NM with $181.7M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Financial Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170002, SEC 801-110092, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $181.7M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Santa Fe, NM
- Employees
- 4
- Clients
- 268
- CRD
- 170002
- Ownership
- GOODMAN, CHARLES, ARTHUR; MURPHY, PETER, DENIS; GONZALES, DENISE, MARIE; Myers, Gregory, A; Peterson, Silas, Michael
How much AUM does Financial Partners, LLC have?
Financial Partners, LLC reported $181.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Financial Partners, LLC?
Disclosed owners and executives of Financial Partners, LLC include GOODMAN, CHARLES, ARTHUR, MURPHY, PETER, DENIS, GONZALES, DENISE, MARIE, Myers, Gregory, A, Peterson, Silas, Michael. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.