Wealth Partners Capital Group, LLC Employee Directory

Q: What is Wealth Partners Capital Group, LLC known for?

Wealth Partners Capital Group, LLC was founded in 2017. Wealth Partners Capital Group, LLC operates in the Financial Services industry.

Financial ServicesFlorida, United States11-50 Employees

Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors, True North Advisors, The Wealth Alliance and MCF Advisors.

WPCG’s mission is to use its capital, strategic M&A expertise and organic growth capabilities to help its partner firms grow. WPCG identifies, values and negotiates with wealth advisory practices for its partners to acquire and integrate. 

As of September 30, 2025, WPCG has executed 178 M&A transactions on behalf of its partner firms, representing over $76 billion in acquired AUA.

Find Wealth Partners Capital Group, LLC employees' phone numbers or email addresses

Wealth Partners Capital Group, LLC Global Highlights

North America
46

United States Of America
46

Asia
1

United Arab Emirates
1

Europe
1

Hungary
1

Wealth Partners Capital Group, LLC's Leadership

R. D.
President/Registered Principal
Mobile Phone
Email
J. G.
Founder & President
Mobile Phone
Email
A. S.
Principal Ceo
Mobile Phone
Email
N. T.
Partner, Head Of Corporate Development
Mobile Phone
Email
K. M.
Director Of Partner Services
Mobile Phone
Email
P. L.
General Counsel, Partner
Mobile Phone
Email
M. S.
Partner
Mobile Phone
Email
A. S.
Senior Partner
Mobile Phone
Email

Wealth Partners Capital Group, LLC Employee Metrics

100%

50%

0%

2026

2025

2024

Banking
Business
Community & Social Services
Finance
Legal
Other

Contact profiles from Wealth Partners Capital Group, LLC

Name

Title

Contact Info

Location

Last Update

N. T.
Partner, Head Of Corporate Development
Mobile Phone
Email
United StatesNew York
Jan 20, 2026
K. M.
Director Of Partner Services
Mobile Phone
Email
United StatesMassachusetts
Jan 28, 2026
P. L.
General Counsel, Partner
Mobile Phone
Email
United StatesFlorida
Oct 20, 2025
A. S.
Principal Ceo
Mobile Phone
Email
Hungary
Nov 14, 2025
J. G.
Founder & President
Mobile Phone
Email
United Arab EmiratesDubai
Jan 27, 2026
M. S.
Partner
Mobile Phone
Email
United StatesFlorida
Sep 11, 2025
A. S.
Senior Partner
Mobile Phone
Email
United StatesFlorida
Sep 18, 2025
R. D.
President/Registered Principal
Mobile Phone
Email
Oct 20, 2025
C. N.
Partner
Mobile Phone
Email
May 12, 2025
S. B.
Partner
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Wealth Partners Capital Group, LLC known for?

Wealth Partners Capital Group, LLC was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 525 South Flagler Drive, Suite 300. Explore Wealth Partners Capital Group, LLC's company overview page for more information.

What is Wealth Partners Capital Group, LLC's most common email format?

Wealth Partners Capital Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Partners Capital Group, LLC email formats with LeadIQ.

How many employees does Wealth Partners Capital Group, LLC have currently?

Wealth Partners Capital Group, LLC has approximately 36 employees as of January 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Wealth Partners Capital Group, LLC's key employees and leadership?

As of January 2026, Wealth Partners Capital Group, LLC's key employees include:

President/Registered Principal: R. D.
Founder & President: J. G.
Principal Ceo: A. S.
Partner, Head Of Corporate Development: N. T.
Director Of Partner Services: K. M.

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