Mitra Shahi
Wealth Management Partners · Los Angeles, California
Mitra Shahi is a fee-only financial advisor at Wealth Management Partners in Los Angeles, California. Mitra charges a percentage of assets (1.25% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning and estate & legacy planning.
Request an introduction to Mitra →
Specialties
Who they serve
- High earners
- Executives
Facts
| Firm | Wealth Management Partners |
|---|---|
| Based in | Los Angeles, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $793.5M across 2,270 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8347113 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.wmpaz.com |
Request an introduction to Mitra
Tell Mitra a little about what you're looking for. Mitra isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Mitra
Is Mitra Shahi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitra holds no broker registration, and Wealth Management Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mitra charge for financial advice?
Mitra charges a percentage of assets.
How much does Mitra charge?
According to Wealth Management Partners's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Mitra Shahi based?
Mitra Shahi is based in Los Angeles, California.
What does Mitra specialize in?
Mitra's specialties include retirement planning and estate & legacy planning. Mitra works with high earners and executives.
Is Mitra Shahi registered with the SEC?
Yes. Mitra Shahi is registered as an investment adviser representative in CA (CRD 8347113), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Management Partners manage?
Wealth Management Partners reports $793.5M across 2,270 accounts in assets under management.
How do I contact Mitra Shahi?
Through Mitra's website, www.wmpaz.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
- Wealth Management 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.
See something wrong? Request a correction. Read our methodology.