wellthpartner
WellthPartner is a Colorado Springs-based fiduciary wealth management firm (DBA of SEC-registered Arax Advisory Partners) that integrates traditional financial planning with holistic health and wellness counseling for affluent US individuals and families, using a proprietary Seven Dimensions of Wellth framework and high-touch tiered engagements.
- Company typePrivate
- Founded-
- HeadquartersColorado Springs, United States
- Headcount—
- GTM typeB2C
- OfferingServices
wellthpartner firmographics
Firmographics- Name
- wellthpartner
- Legal name
- Arax Advisory Partners, LLC
- Website
- https://wellthpartner.com
- Company type
- Private
- Operating status
- Operating
- Short description
- WellthPartner is a Colorado Springs-based fiduciary wealth management firm (DBA of SEC-registered Arax Advisory Partners) that integrates traditional financial planning with holistic health and wellness counseling for affluent US individuals and families, using a proprietary Seven Dimensions of Wellth framework and high-touch tiered engagements.
- Ownership category
- akta.pro rank
wellthpartner industry classification
Industry- Product category
- Wealth Management
- NAICS
- Trust, Fiduciary, and Custody Activities (523991)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industries
- UHNW Concierge & Lifestyle Services (FSAAABAL), Lifestyle, Concierge & Personal Services Management (FSAAADAJ)
Keywords
Where wellthpartner is headquartered
LocationHeadquarters
- HQ city
- Colorado Springs
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
wellthpartner business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Fiduciary Financial Advisory: Traditional wealth management services delivered under fiduciary standard as a SEC registered investment advisor through Arax Advisory Partners. Revenue derived from advisory fees based on assets under management or fixed engagement fees.
- Private Wellth Guiding - Focus Guiding: One-time 90-minute focused engagement at $3,300 for clients seeking clarity on specific areas of their wellth. No ongoing commitment required.
- Private Wellth Guiding - Full Spectrum Guiding: One-time engagement at $21,000 comprising 10 dedicated hours structured in three phases. First 1.5 hours for learning and calibration, seven hours for dimension-by-dimension guiding, and final 1.5 hours for integration and prioritization.
- PeaceTrain Guides (PTG | Private): 12-month ongoing engagement offered through PeaceTrain Guides with weekly one-to-one sessions, periodic in-person intensives, and continuous integration support. Limited to three clients per year. Pricing not publicly disclosed.
- Emerging Opportunities Strategy: Investment management strategy focused on long-term capital appreciation through equity exposure in developing sectors. Revenue model based on advisory fees for portfolio management and strategy implementation.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | The Focus Guiding - $3,300 one-time engagement |
| One time/ perpetual license | Pay-as-you-go | The Full Spectrum Guiding - $21,000 one-time engagement |
| Subscription | Multi-year contract | PeaceTrain Guides (PTG | Private) - 12-Month Engagement |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels4 records
wellthpartner product offering
Product offeringCore offering
WellthPartner delivers fiduciary wealth management integrated with health and wellness counseling for affluent individuals and families across the United States. The firm provides traditional financial services including cash flow planning, asset structures, investment architectures, retirement readiness, and the Emerging Opportunities Strategy, paired with a proprietary Seven Dimensions of Wellth framework spanning Social, Emotional, Vocational, Financial, Physical, Spiritual, and Intellectual dimensions. Services are offered through direct engagement tiers such as Private Wellth Guiding, PeaceTrain Guides, and the WellthMap Process.
Product overview
WellthPartner is a wealth management company offering integrated financial counseling and wellness services through multiple engagement tiers. Core offerings include Private Wellth Guiding (available as Focus Guiding, Full Spectrum Guiding, and PeaceTrain Guides), the WellthMap Process assessment, the Emerging Opportunities Strategy investment approach, plus standalone Financial Counseling and Health and Wellness Services. These are unified by the company's Wellth Thesis that financial wealth is one dimension of overall well-being.
Differentiator
Problem solved
Functional benefit
Brands
- Private Wellth Guiding: A focused engagement with founder Patrick Johnson offering direct access to nearly 30 years of wisdom applied to the client's situation and well-being questions.
- PeaceTrain Guides
- Emerging Opportunities Strategy
Products and services
- Private Wellth Guiding Focused engagement with founder Patrick Johnson providing direct access to nearly 30 years of wisdom applied to the client's specific situation and well-being questions. Includes tiers for one-time focused engagements (Focus Guiding and Full Spectrum Guiding) covering the seven dimensions of well-being.
- PeaceTrain Guides (PTG | Private) A 12-month engagement offering ongoing guidance through identity and purpose, wealth and life architecture, health, relationships, and inner alignment. Includes weekly one-to-one sessions with Patrick Johnson, periodic in-person intensives, and continuous integration support. Limited to a maximum of three clients per year, with pricing not publicly disclosed.
- Emerging Opportunities Strategy An aggressive long-equity investment strategy focused on publicly traded companies in early-stage or developing sectors, including NextGen Technology (40%), Energy/Resources (35%), and Healthcare (25%). Designed to complement diversified portfolios with non-correlated returns over a 5+ year time horizon.
- WellthMap Process A collaborative financial planning exercise focused on cash flow planning, asset structures, and investment architectures, conducted in the context of overall well-being. Designed to offer clarity, empowerment, and reduced stress in the financial paradigm.
- Financial Counseling Traditional fiduciary financial counseling services including cash flow planning, asset structures, investment architectures, retirement readiness, and income planning, delivered by certified professionals under fiduciary standard through Arax Advisory Partners.
- Health and Wellness Services Health and wellness counseling integrated with financial planning, including functional medicine coaching, certified life coaching, and physical therapy services. Addresses the non-financial dimensions of overall well-being for clients of the firm.
Quantifiable outcome
- Reduced financial stress through fiduciary-guided planning and WellthMap Process
- +2 more outcomes
Companies that use wellthpartner
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
wellthpartner technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
wellthpartner partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Arax Advisory PartnerscoreWellthPartner operates as a dba (doing business as) of Arax Advisory Partners, LLC, a SEC registered investment advisor with principal office in Colorado. This partnership provides WellthPartner with regulatory infrastructure, fiduciary status, and association with the firm recognized by USA Today as #1 Financial Advisory Firm in the United States. WellthPartner represents the integrated wellness division within the broader Arax Advisory Partners ecosystem.
Scale indicators4 records
Recent moves5 records
Expansion highlights4 records
wellthpartner competitors and assessment
Company assessmentDirect peers
- Modern Wealth Management: Mid-sized RIA serving HNW clients with a holistic, life-event-driven planning approach. Comparable to WellthPartner because both target affluent individuals seeking integrated wealth and life-planning beyond pure investment management.
- Mariner Wealth Advisors: Large independent RIA providing comprehensive financial planning, investment management, tax, and estate services to affluent families. Directly comparable in fiduciary, planning-led delivery to HNW clients, though at much greater scale than WellthPartner.
- Buckingham Strategic Wealth: National RIA with an evidence-based, fee-only fiduciary model serving HNW households. Comparable to WellthPartner in fiduciary-only advisory positioning and emphasis on comprehensive planning rather than product sales.
- Moneta Group: Large independent RIA providing comprehensive financial planning, investment management, and family-office-style services to HNW households. Directly comparable fiduciary, planning-led HNW advisory model.
- Halbert Hargrove: Boutique California-based RIA serving HNW individuals and families with fee-only fiduciary advisory and personal financial planning. Comparable boutique scale, fiduciary positioning, and HNW client focus to WellthPartner.
Broad incumbents
- Creative Planning: One of the largest U.S. RIAs offering wealth management, tax, estate, and retirement planning to HNW/UHNW clients. Overlaps with WellthPartner on fiduciary HNW advisory but at vastly greater scale and with broader geographic reach.
- Hightower Advisors: National RIA partnership platform serving HNW individuals and families with comprehensive planning and investment services. Comparable in fiduciary advisory delivery to affluent clients but operating as a scaled aggregator rather than a boutique practice.
- Edelman Financial Engines: Large national RIA combining personal financial planning with institutional investment capabilities for mass-affluent through HNW clients. Comparable fiduciary mandate but at substantially greater scale than WellthPartner's boutique model.
- Focus Financial Partners: RIA partnership platform aggregating independent wealth management firms serving HNW/UHNW clients. Comparable fiduciary wealth advisory positioning and represents a potential strategic acquirer or aggregator partner for a boutique like WellthPartner.
Emerging players
- Sanctuary Wealth: RIA partnership platform aggregating independent advisor teams serving HNW clients with comprehensive planning. Comparable fiduciary HNW focus, though younger and faster-growing than established incumbents.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
wellthpartner social profiles
Digital presencewellthpartner compliance and trust
Trust signalCompliance3 records
wellthpartner financial estimates
Financial estimateRevenue estimate
Valuation estimate
wellthpartner leadership team
Management profileNumber of profiles
Profiles9 records
wellthpartner funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
wellthpartner M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about wellthpartner
What does wellthpartner do?
WellthPartner delivers fiduciary wealth management integrated with health and wellness counseling for affluent individuals and families across the United States. The firm provides traditional financial services including cash flow planning, asset structures, investment architectures, retirement readiness, and the Emerging Opportunities Strategy, paired with a proprietary Seven Dimensions of Wellth framework spanning Social, Emotional, Vocational, Financial, Physical, Spiritual, and Intellectual dimensions. Services are offered through direct engagement tiers such as Private Wellth Guiding, PeaceTrain Guides, and the WellthMap Process.
Is wellthpartner a public or private company?
wellthpartner is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was wellthpartner founded?
wellthpartner was founded in -1.
Where is wellthpartner based?
wellthpartner is headquartered in Colorado Springs, United States, in the North America region.
How does wellthpartner make money?
Five revenue lines are on record. Fiduciary Financial Advisory is the primary driver. The others are private Wellth Guiding - Focus Guiding, private Wellth Guiding - Full Spectrum Guiding, peaceTrain Guides (PTG | Private) and emerging Opportunities Strategy.
Who are wellthpartner's main competitors?
Direct peers on record are Modern Wealth Management, Mariner Wealth Advisors, Buckingham Strategic Wealth, Moneta Group and Halbert Hargrove. Broad incumbents are Creative Planning, Hightower Advisors, Edelman Financial Engines and Focus Financial Partners. Sanctuary Wealth is listed as an emerging player.
Does wellthpartner have an API?
No public API is recorded for wellthpartner.
What industry is wellthpartner in?
wellthpartner's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAAABAL, UHNW Concierge & Lifestyle Services. Its NAICS code is 523991.