Partnership Wealth Management

RIASEC RegisteredEst. 2021
Total AUM
$235M
Discretionary
$226M
96% of AUM
Avg account
$484K
Accounts
485
Employees
3
Advisory reps
2

Firm details

Headquarters
Towson, Maryland
CRD number
285718
Registered since
May 3, 2021
Website
partnershipwm.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI89.1%
  • Individuals10.9%
Services
Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Partnership Wealth Management is an independent registered investment adviser organized as a limited liability company and operating under individual ownership. The firm registered with the SEC in 2021 and focuses on serving individual and family clients. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements; it also operates as an insurance broker. Core advisory services listed in regulatory filings are financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 44%, Exchange Traded Equities 36%, Cash & Cash Equivalents 15%, Other 3%, US Government Bonds 2%44%
  • Public Funds/Mutual Funds44%
  • Exchange Traded Equities36%
  • Cash & Cash Equivalents15%
  • Other3%
  • US Government Bonds2%

Contacts

2 of 2
  • Ellwood Derricks

    Ellwood Derricks

    President & PartnerCRD 3070255

  • Deborah Doyle

    Deborah Doyle

    Financial PlannerCRD 6667318

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 18

Active vs passive

$117M in ETFs

Passive

100%

$116M

Active

<1%

$468K

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)InvescoPassiveLarge Blend$25.3M118,84121.63%
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Location

Primary office

Towson, MD

Baltimore

Location

Towson, MD

Headquartered in Towson, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Baltimore
Address
606 E Joppa Rd
Time zone
ET (UTC-5)
Office locations

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