Wealth Management Partners Pty Ltd

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Wealth Management Partners Pty Ltd - overview

Established

2003

Location

-, WA, Australia

Primary Industry

Financial Services

About

Based in Western Australia, Australia, and founded in 2003, Wealth Management Partners Pty Ltd provides financial management support such as estate planning, wealth management, tax services, and retirement for clients. In January 2025, Arthur J. Gallagher acquired Wealth Management Partners Pty Ltd. Wealth Management Partners provides tailored financial advisory services to assist clients with retirement planning and wealth management.


Their core offerings include personalized financial advice, retirement strategies, investment planning, and superannuation management. These services are intended to address the unique needs of individuals preparing for retirement, helping them navigate complex financial landscapes and improve their asset allocation. The firm primarily serves individuals and families, particularly those with backgrounds in law enforcement, reflecting a client base that values trust and transparency in financial dealings. WMP operates within the Australian market, focusing on clients in Western Australia and expanding its services to other regions of Australia as needed.


Wealth Management Partners generates revenue primarily through advisory fees and commissions from financial products offered to clients. Transactions typically involve direct client relationships, where clients engage with the firm for customized financial advice and planning services.


Current Investors

Arthur J. Gallagher

Primary Industry

Financial Services

Sub Industries

Accounting Services, Investment Banking

Website

www.wmpgroup.com.au/

Verticals

FinTech

Total Amount Raised

Subscriber access only

Wealth Management Partners Pty Ltd - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
LP DirectCompletedWealth Management Partners Pty Ltd-

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