MD Wealth Partners

What MD Wealth Partners does

MD Wealth Partners Inc. is a boutique Registered Investment Advisor headquartered at 4550 E. Thousand Oaks Blvd, Suite 150 in Westlake Village, California, currently registered to provide advisory services in California and Texas. The firm delivers integrated wealth management to affluent individuals, families, business owners, and families navigating inherited assets, using a four-step process: Discovery & Goal Alignment, Blueprint & Strategy Design, Implementation & Execution, and Ongoing Partnership & Adaptation. Service modules include a comprehensive Financial Blueprint, a "Portfolio of Strategies" investment philosophy, Tax & Legacy Integration, and legacy planning, all delivered under a fiduciary standard.

The firm's underlying technology stack is third-party rather than proprietary. Client engagement is supported through EMAplan, which aggregates a client's entire balance sheet into a consolidated financial website and blueprint hub, and eWealthManager, which links directly to the asset custodian for authoritative account values, transaction history, and performance reporting. The firm also operates a Financial Power Score Calculator as a self-service diagnostic intake tool. Investment execution is non-discretionary: clients retain final approval authority, though approved third-party asset managers may exercise discretion within selected strategies.

The business model is fee-based advisory services as a Registered Investment Advisor; specific fee schedules (AUM-based, flat, or hourly) are not publicly disclosed and prospects are directed to a 15-minute introductory call. Customer acquisition relies on referrals from CPAs and attorneys, organic content marketing via the firm's insights blog, and direct booking through Calendly. The firm has two visible advisory principals—Founding Partner Mark D. Wendell (RFC, RF) and Investment Advisor Nicholas A. Willenbring (CPWA, RF)—with combined decades of advisory experience.

Name

MD Wealth Partners

Legal name

MD Wealth Partners Inc.

Website

https://mdwealthpartners.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

MD Wealth Partners is a boutique Registered Investment Advisor in Westlake Village, California, providing integrated financial planning, investment management, tax integration, and legacy planning to affluent individuals, families, and business owners under a fiduciary standard, registered in California and Texas.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEABAB

Broker-Dealer Affiliated Wealth Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

Keywords

• Wealth management services
• Fiduciary financial advisory
• Investment management
• Financial planning
• Estate and legacy planning

Headquarters

HQ city

Westlake Village

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Fees: MD Wealth Partners generates revenue through investment advisory fees as a Registered Investment Advisor. The firm operates on a fee-based model where investment advice is offered through MD Wealth Partners Inc. The specific fee structure (AUM-based, flat fee, or hourly) is not publicly disclosed on the website. The firm coordinates with third-party asset managers who may have discretion to make transactions within selected strategies once approved by clients.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

MD Wealth Partners is a boutique Registered Investment Advisor delivering strategic wealth management through a four-step advisory process: Discovery & Goal Alignment, Blueprint & Strategy Design, Implementation & Execution, and Ongoing Partnership & Adaptation. The firm provides comprehensive financial planning, investment management using a "Portfolio of Strategies" methodology that diversifies by investment approach rather than solely by asset class, and integrated tax and legacy planning coordinated with clients' CPAs and attorneys.

Product overview

MD Wealth Partners is a boutique wealth management firm offering a unified financial advisory service combining strategic planning, investment management, and tax integration. The core offering includes a comprehensive financial blueprint that aligns investment philosophy (portfolio of strategies), tax and legacy planning, and ongoing advisory services. Client access is provided through two portals: EMAplan for consolidated financial planning views and goal tracking, and eWealthManager for direct asset custodian account access. The firm also offers a Financial Power Score Calculator as an assessment tool.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Wealth Management Advisory Comprehensive wealth management advisory for affluent individuals and families that bundles financial planning, investment management, tax strategy, and legacy planning into a single fiduciary engagement delivered through a four-step process.
• Financial Blueprint Personalized financial roadmap service designed to align all key components of a client's finances to work in harmony toward their goals, produced as the output of the firm's Blueprint & Strategy Design step.
• Investment Philosophy and Portfolio of Strategies Investment management service that diversifies by investment methodology rather than solely by asset class, combining distinct strategies into a portfolio framework engineered to manage risk and pursue long-term growth.
• Tax and Legacy Integration Year-round tax management and legacy planning service that integrates investment, financial, and estate plans in a tax-efficient manner, coordinating directly with the client's CPA and attorney.
• Financial Power Score Assessment Public assessment tool on the firm's website that produces a high-level strategic snapshot of a user's financial position in under 30 seconds based on age, gross annual income, cash and invested assets, and equity in real estate or business.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Creative Planning: Large fee-only RIA delivering holistic wealth management, tax, estate, and business-owner planning to high-net-worth clients. Comparable on integrated fiduciary service model and affluent/business-owner segments, though at significantly greater scale.
• Carson Group: RIA platform supporting independent advisors serving affluent clients with integrated wealth, tax, and business-owner planning services. Comparable fiduciary RIA service model serving similar client segments.
• Facet Wealth: Tech-enabled flat-fee RIA providing comprehensive financial planning and investment management virtually to affluent households. Comparable as a modern RIA competing for the same high-net-worth segment with a differentiated fee structure and digital-first delivery.
• Halbert Hargrove: Boutique California-based fiduciary RIA serving affluent individuals, families, and business owners with integrated financial, tax, and estate planning. Direct peer on boutique fiduciary positioning, geographic base (Southern California), and affluent-family focus.
• Buckingham Strategic Wealth: Fee-only RIA providing comprehensive wealth planning, tax-aware investing, and estate coordination for affluent individuals and families. Direct comparable on fiduciary stance, integrated planning offering, and target affluent client base.
• True Wealth Design: Boutique fee-only RIA offering holistic financial planning, tax strategy, and investment management to high-income professionals and families. Comparable boutique fiduciary model and integrated planning approach.
• Ritholtz Wealth Management: Boutique fiduciary RIA offering evidence-based investment management and financial planning to affluent households. Highly comparable as a content-driven, advisor-led boutique that competes for the same high-net-worth client segment with a similar fee-only, planning-centric model.

Broad incumbents

• Fisher Investments: Large independent investment manager serving high-net-worth individuals and institutions with discretionary portfolio management. Overlaps with MDWP on serving affluent clients seeking fee-based investment management, but at much larger scale and with a discretionary model.
• Edward Jones: Large retail advisory firm providing investment advisory and financial planning services to individual investors and families across the U.S. Comparable as a relationship-driven, advisor-led wealth advisory model serving mass-affluent and affluent households.
• Merrill Lynch Wealth Management: Bank-affiliated wealth management division providing investment advisory, financial planning, and lending services to affluent and high-net-worth clients. Comparable on affluent client focus and full wealth services, with Nick Willenbring's prior tenure providing direct industry familiarity.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/md-wealth-partners-inc

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MD Wealth Partners