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: 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 December 31, 2025, WPCG has executed 191 M&A transactions on behalf of its partner firms, representing over $112 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
44

United States Of America
44

Asia
1

United Arab Emirates
1

Europe
1

Hungary
1

Wealth Partners Capital Group, LLC's Leadership

J. G.
Founder & President
Mobile Phone
Email
A. S.
Principal Ceo
Mobile Phone
Email
N. T.
Partner, Head Of Corporate Development
Mobile Phone
Email
P. L.
General Counsel, Partner
Mobile Phone
Email
M. S.
Partner
Mobile Phone
Email
A. S.
Senior Partner
Mobile Phone
Email
C. N.
Partner
Mobile Phone
Email
S. B.
Partner
Mobile Phone
Email

Wealth Partners Capital Group, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Finance
Legal
Other

Contact profiles from Wealth Partners Capital Group, LLC

Name

Title

Contact Info

Location

Last Update

L. C.
Senior Financial Analyst
Mobile Phone
Email
United StatesFlorida
Nov 12, 2025
A. G.
Associate General Counsel
Mobile Phone
Email
United StatesFlorida
Oct 26, 2025
A. R.
Corporate Counsel
Mobile Phone
Email
United StatesFlorida
Aug 12, 2025
E. M.
Associate
Mobile Phone
Email
United States
Mar 10, 2026
K. C.
M&a Associate
Mobile Phone
Email
United StatesPennsylvania
Jan 08, 2026
K. R.
Associate General Counsel
Mobile Phone
Email
United StatesFlorida
Oct 21, 2025
T. C.
Associate
Mobile Phone
Email
United StatesNew York
Aug 12, 2025
J. K.
Executive Assistant
Mobile Phone
Email
United StatesFlorida
Aug 12, 2025
M. T.
Analyst
Mobile Phone
Email
United StatesFlorida
Apr 17, 2024
A. G.
Associate General Counsel
Mobile Phone
Email
United StatesNew York
Jul 08, 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 West Palm Beach, Florida United States. 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 35 employees as of March 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 March 2026, Wealth Partners Capital Group, LLC's key employees include:

Founder & President: J. G.
Principal Ceo: A. S.
Partner, Head Of Corporate Development: N. T.
General Counsel, Partner: P. L.
Partner: M. S.

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