Wealth Management Partners, LLC
Montgomery, AL
- UEI
- NMEBDDB2KZW4
- CAGE
- 5T3X4
- Primary NAICS
- 541211 Offices of Certified Public Accountants
- SAM.gov registration
- Active through
Company facts
- Self-certified in SAM.gov
- Entity structure
- Corporate Entity (Not Tax Exempt)
- NAICS codes registered in SAM.gov
-
- 541211 Offices of Certified Public Accountants Primary
- 541213 Tax Preparation Services
- 541219 Other Accounting Services
- 541511 Custom Computer Programming Services
- 541512 Computer Systems Design Services
- 541513 Computer Facilities Management Services
- 541519 Other Computer Related Services
- 541611 Administrative Management and General Management Consulting Services
Show all
- 541612 Human Resources Consulting Services
- 541618 Other Management Consulting Services
- 541690 Other Scientific and Technical Consulting Services
- 541990 All Other Professional, Scientific, and Technical Services
- 561110 Office Administrative Services
- 561499 All Other Business Support Services
- 561990 All Other Support Services
- 611420 Computer Training
- 611430 Professional and Management Development Training
- SAM.gov registration date
- Physical address
- 575 S Lawrence St, Montgomery, AL 36104, USA
- Website
- wmpcpa.com
- Founded
- 2005
- Employees
- 1-10
- Estimated annual revenue
- $1M-$10M
- Industry
-
- Financials
- Diversified Financial Services
- Accounting
- SIC code
- 87 Engineering & Management Services
- Profiles
Registration and certifications come from SAM.gov and the SBA; company details from public web sources. Updated .
Recent federal awards
| Award | Agency | Obligated | Awarded |
|---|---|---|---|
| Financial improvement and audit remediation (fiar) support services | AFLCMC Maxwell AFB | $3,487,981 | |
| CFO/fiar sustainment | AFLCMC Maxwell AFB | $3,563,611 | |
| CFO/fiar sustainment | AFLCMC Maxwell AFB | $3,222,179 | |
| CFO/fiar II | AFLCMC Maxwell AFB | $3,998,002 | |
| Services - SB - arms | AFLCMC Maxwell AFB | $4,230,002 |
About Wealth Management Partners, LLC
Wealth Management Partners, LLC is a certified public accounting and management consulting firm based in Montgomery, Alabama. The company provides accounting, financial planning, investment management, and wealth management services. It is registered as a corporate entity in the System for Award Management (SAM.gov) and holds certifications as an SBA 8(a) Program Participant, Minority Owned Business, Self-Certified Small Disadvantaged Business, Veteran Owned Business, and DOT Certified Disadvantaged Business Enterprise.
Through prime contract awards, Wealth Management Partners has provided financial improvement and audit remediation (FIAR) support services to the Department of the Air Force Materiel Command Installation and Mission Support Center Civil Engineer Center. This $3.5 million firm-fixed-price contract assisted the Air Force's efforts to address audit findings and improve financial processes under the Financial Improvement and Audit Readiness initiative. The company has also received a sole-source Blanket Purchase Agreement worth up to $1 billion from the Department of Transportation Federal Aviation Administration to procure wealth management services supporting the FAA's Employee Financial Assistance Service program. Under this agreement, Wealth Management Partners provides financial planning, investment management, retirement guidance, and advisory services tailored to FAA employees.
Wealth Management Partners holds two major federal contract Indefinite Delivery Vehicles (IDVs). The first is the 8(a) STARS III Governmentwide Acquisition Contract awarded by the General Services Administration's Federal Acquisition Service. This $50 billion multiple-award GWAC allows Wealth Management Partners to compete for and receive task orders from federal agencies to provide a range of information technology services, solutions, and emerging technologies. Areas of performance include data management, IT operations and maintenance, IT security, software development, and systems design. The second IDV is a $1 billion Blanket Purchase Agreement awarded by the Federal Aviation Administration to procure wealth management services for the agency's Employee Financial Assistance Service program. Here, Wealth Management Partners can receive orders to provide financial planning, investment advice, retirement guidance, and related advisory services directly supporting FAA personnel.
Contract vehicles
SBA capabilities narrative
AUDITING,ACCOUNTING SUPPORT SERVICES, INTERNAL CONTROL REVIEWS, FINANCIAL CONSULTING, FIAR, FINANCIAL ASSESSMENTS, IT AUDITORS
Quick answers
What is Wealth Management Partners, LLC's UEI?
Wealth Management Partners, LLC's Unique Entity ID (UEI) in SAM.gov is NMEBDDB2KZW4.
What is Wealth Management Partners, LLC's CAGE code?
Wealth Management Partners, LLC's CAGE code is 5T3X4.
What is Wealth Management Partners, LLC's primary NAICS code?
Wealth Management Partners, LLC's primary NAICS code is 541211 (Offices of Certified Public Accountants).
Where is Wealth Management Partners, LLC located?
Wealth Management Partners, LLC's physical address in SAM.gov is 575 S Lawrence St, Montgomery, AL 36104, USA.
Is Wealth Management Partners, LLC registered in SAM.gov?
Yes. Wealth Management Partners, LLC's SAM.gov registration is active through October 30, 2026.
Which contract vehicles does Wealth Management Partners, LLC hold?
Wealth Management Partners, LLC holds a place on 2 federal contract vehicles, including STARS III and eFAST.
What is Wealth Management Partners, LLC's most recent federal award?
Wealth Management Partners, LLC's most recent federal contract award is Financial improvement and audit remediation (fiar) support services (FA877120C0011), from AFLCMC Maxwell AFB, on June 12, 2020.
On GovTribe
See Wealth Management Partners, LLC's full federal record
- Federal contract awards
- IDV awards
- Contract vehicles
- Funding analysis by agency, NAICS and set-aside
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