Nicholas Willenbring
MD Wealth Partners · Westlake Village, California
Nicholas Willenbring is a fee-only financial advisor at MD Wealth Partners in Westlake Village, California. Nicholas 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 · CRD 5963209 |
| Exams passed | Series 66 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | mdwealthpartners.com |
| Profile |
How Nicholas'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 Nicholas
Is Nicholas Willenbring a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas 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 Nicholas charge for financial advice?
Nicholas's firm, MD Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Nicholas Willenbring based?
Nicholas Willenbring is based in Westlake Village, California.
What does Nicholas specialize in?
Nicholas's specialties include small business owners and family wealth transfer. Nicholas works with multi-generational families.
Is Nicholas Willenbring registered with the SEC?
Yes. Nicholas Willenbring is registered as an investment adviser representative in CA (CRD 5963209), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MD Wealth Partners manage?
MD Wealth Partners reports $60.0M across 221 accounts in assets under management.
How do I contact Nicholas Willenbring?
Through Nicholas'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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