Partner Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 173548
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.86%
- Individuals35.14%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Partner Wealth Management, LLC is a small, equity-first advisory firm that manages portfolios for individuals and families. Structured as a single-owner limited liability company, the firm delivers discretionary portfolio management and charges a mix of percentage-of-AUM and fixed fees. Its stated investment preference is equities, and its operating profile points to separately managed account delivery through a single custodian. The adviser does not position itself as an ESG investor and is focused on traditional equity allocations rather than pension consulting or multi-state advisory complexity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1
Jaime Sanchez
Financial AdvisorCRD 2504023
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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