What Wealth Partners Advisors does

Wealth Partners Advisors LLC is an independent, privately-held financial advisory firm founded in 2004 and headquartered at 1411 Broadway, 16th Floor, New York, NY 10018. The firm delivers personalized financial planning, estate planning, retirement and distribution planning, investment advisory, insurance, qualified plan, and business exit and succession planning services. Investment advisory services are offered through Premier Wealth Advisors, LLC (PWA), an SEC Registered Investment Adviser, and the firm is affiliated with Cetera Advisors as broker-dealer. The headcount is reported in the 101-250 band, though the firm is publicly represented by a single named senior practitioner, Jeffrey A. Kerman (Senior Managing Director & Certified Wealth Strategist).

The company operates a relationship-driven, consultative model targeting affluent individuals and families, business owners, public and private sector professionals, retirees, and corporate retirement plans, with particular emphasis on clients who require integrated estate, tax, insurance, and business planning. Service delivery is process-driven and product-agnostic, drawing on third-party asset management platforms, an emaplan.com-hosted client vault, and a broad shelf of investment vehicles (ETFs, mutual funds, separately managed accounts, alternative investments including REITs, BDCs, managed futures, and annuities) and insurance products (term, universal, whole life, disability, long-term care). Client acquisition relies on professional referrals, attorney/accountant networks, published thought leadership in legal and tax publications, and speaking engagements at bar associations.

Revenue is generated through three primary streams: recurring investment advisory fees (including wrap-fee and asset-based fees through PWA), insurance product commissions on life, disability, and long-term care products, and professional-services fees for retirement plan consulting (401(k), profit sharing, defined benefit, ERISA compliance). The firm has no disclosed funding rounds, no M&A activity, no patents or trademarks, and no proprietary technology products. Geographic focus is concentrated in the New York region, and the firm competes on integrated legal-financial planning expertise rather than technology differentiation.

Name

Wealth Partners Advisors

Legal name

Wealth Partners Advisors LLC

Website

https://wealthpartnersadvisors.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

101–250 employees

Short description

Wealth Partners Advisors LLC is an independent New York-based financial advisory firm offering personalized financial, estate, retirement, investment, insurance, and business exit planning to affluent individuals, families, business owners, and corporate retirement plan sponsors, with advisory services delivered through Premier Wealth Advisors, LLC.

Ownership category

akta.pro rank

Product category

Wealth Management & Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Wealth management services
• Financial planning advisory
• Estate planning services
• Retirement income planning
• Investment advisory services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services provided through Premier Wealth Advisors, LLC (PWA), an SEC Registered Investment Adviser. Revenue generated through advisory fees, wrap-fee accounts, and asset management fees.
2. Insurance Products: As independent advisors, the firm earns commissions from term life, permanent life (universal, whole), disability, and long-term care insurance products. No obligation to any single insurance company allows objective product selection.
3. Retirement Plan Services: Employer-sponsored retirement plan consulting including 401(k), profit sharing, defined benefit plans, and ERISA compliance services for business clients.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Wealth Partners Advisors delivers independent, fee- and commission-based financial advisory services through two divisions: Personal Wealth Services (financial and estate planning, retirement and distribution planning, investment advisory, and insurance) and Business Owners Services (qualified plan consulting and business exit/succession planning). Advisory services are provided under Premier Wealth Advisors, LLC (PWA), an SEC Registered Investment Adviser, and the firm places term, permanent, disability, and long-term care insurance as an independent agent.

Product overview

Wealth Partners Advisors offers a unified suite of financial advisory services organized around two core divisions: Personal Wealth Services and Business Owners Services. The Personal Wealth Services division encompasses Financial & Estate Planning, Retirement & Distribution Planning, Investment Services, and Insurance Services modules. The Business Owners Services division provides Qualified Plan Services and Business Exit & Succession Planning. Key investment offerings include Asset Management through independent platforms and Alternative Investments (annuities, REITs, BDCs, managed futures, oil & gas programs, tax credit programs, mortgage funds, equipment leasing funds, and equity-linked notes). Insurance products include Term Life, Permanent Life (Universal and Whole Life), and Disability & Long-Term Care Insurance. The firm also offers Wealth Preservation Planning and Employer-Sponsored Retirement Plan Consulting as core wealth management services. All services are delivered through an independent, product-agnostic advisory model with advisory services provided through Premier Wealth Advisors, LLC (PWA), an SEC Registered Investment Adviser.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Wealth Services
• Financial & Estate Planning
• Retirement & Distribution Planning
• Investment Services
• Insurance Services
• Business Owners Services
• Qualified Plan Services
• Business Exit & Succession Planning

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and minor.

• Premier Wealth Advisors, LLC (PWA)coreStrategic or Co-development PartnerAdvisory services offered through Premier Wealth Advisors, LLC (PWA), an SEC Registered Investment Adviser. PWA serves as the registered investment adviser under which Wealth Partners Advisors provides advisory services. Contact: 212-752-4343.
• Cetera AdvisorsminorStrategic or Co-development PartnerReferenced in Important Disclosures link. Cetera appears to be the broker-dealer or platform provider affiliated with the firm's advisory services.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Mariner Wealth Advisors: Independent RIA providing wealth advisory, investment management, tax, estate, and business exit planning for HNW families and business owners. Comparable integrated service model and target segments; operates at national scale with multiple offices.
• Focus Financial Partners: Partnership platform for independent RIAs serving HNW clients, including wealth planning, investment management, and business owner advisory services. Highly comparable client mix (business owners, HNW, retirees); operates as a consolidator of independent advisory firms of similar profile.
• Carson Group: Independent advisor platform supporting RIAs and financial advisors serving HNW clients with financial planning, investment, and business coaching services. Comparable independent advisory philosophy with broader support infrastructure and national reach.
• Edelman Financial Engines: Large independent financial planning and investment management firm serving mass-affluent and HNW households, including retirement plan participants. Overlapping holistic planning and investment services; materially larger scale and broader client acquisition engine.
• Creative Planning: Large, independent, fee-based RIA offering comprehensive financial planning, investment management, estate planning, tax, and business exit services to HNW individuals and business owners nationally. Highly comparable product breadth and target client base as Wealth Partners, but materially larger scale and multi-state footprint.
• Corient: Wealth management firm providing investment advisory, financial planning, tax, and family office services to UHNW and HNW households. Comparable holistic wealth approach targeting business owners and multigenerational families; larger national footprint following recent acquisitions.
• Hightower Advisors: Independent RIA partnership providing wealth management, investment advisory, estate, and business planning to HNW individuals, families, and institutions. Directly comparable business model and target client base; significantly larger national footprint.
• Mercer Advisors: National RIA delivering financial planning, investment management, tax, and estate services to HNW households. Comparable holistic wealth model targeting business owners, retirees, and affluent families; broader geographic reach and institutional scale.

Direct peers

• Buckingham Strategic Wealth: Independent, fee-only RIA providing evidence-based financial planning and investment management to HNW individuals and families. Highly comparable independent, product-agnostic advisory model; similar reliance on advisor-driven client relationships and holistic planning emphasis.
• ABACUS Wealth Partners: Independent, fee-only RIA offering financial planning, investment management, tax, and estate planning to HNW individuals and families with a values-aligned advisory approach. Closely comparable independent, holistic, planning-led model targeting similar affluent segments.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Wealth Partners Advisors