WLT PARTNERS

Legal name: WLT PARTNERS INC.

CRD 339994File 801-135681

APPROVED

Retail clients

Filing as of Jul 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$104.3M

Bottom 25% of cohort (national)

Discretionary AUM

$104.3M

Clients

48 accounts

Employees

Bottom 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: MIRO
Registration date: Mar 31, 2026
Principal office: 1395 BRICKELL AVENUE, SUITE 800, MIAMI, FL, 33131
Phone: 305 200-8877
Website: HTTP://wltpartnersria.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $104.3M
Discretionary AUM: $104.3M
Non-discretionary AUM: $0
Discretionary accounts: 48
Non-discretionary accounts: 0
Total accounts: 48
AUM per client: $2.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	11	$44.9M
Insurance companies	1	$1.7M
High net worth individuals	31	$49.7M
Individuals (other than high net worth individuals)	2	$479K

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — CONSULTING FEES
A percentage of assets under your management

Advisory activities

Other advisory activities
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	48	45
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.