Mark Wendell
MD Wealth Partners · Westlake Village, California
Mark Wendell is a fee-only financial advisor at MD Wealth Partners in Westlake Village, California. Mark focuses on small business owners and family wealth transfer. MD Wealth Partners reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | MD Wealth Partners |
|---|---|
| Based in | Westlake Village, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $60.0M across 221 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2444592 |
| Exams passed | Series 63 (1994) · Series 65 (1996) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | mdwealthpartners.com |
| Profile |
How Mark's firm compares
- MD Wealth Partners's average account is about $272,000, from its Form ADV (assets managed divided by 221 accounts).
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Questions about Mark
Is Mark Wendell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and MD Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, MD Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Mark Wendell based?
Mark Wendell is based in Westlake Village, California.
What does Mark specialize in?
Mark's specialties include small business owners and family wealth transfer. Mark works with multi-generational families.
Is Mark Wendell registered with the SEC?
Yes. Mark Wendell is registered as an investment adviser representative in CA and TX (CRD 2444592), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does MD Wealth Partners manage?
MD Wealth Partners reports $60.0M across 221 accounts in assets under management.
How do I contact Mark Wendell?
Through Mark's website, mdwealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- MD Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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