Partnership Wealth Management
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
FINTRXOverview
Partnership Wealth Management is a limited liability company operating as an independent registered investment adviser (SEC-registered in 2021) with individual ownership. The firm focuses on serving individuals and families, providing financial planning and discretionary portfolio management for individual and small-business clients. Its revenue model includes asset-based fees as well as hourly and fixed-fee engagements. The firm also operates as an insurance broker and produces periodic publications or newsletters for its clients. Partnership Wealth Management does not identify as an active ESG investor, and it is not structured as a multi-state or pension-consulting adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds44%
- Exchange Traded Equities36%
- Cash & Cash Equivalents15%
- Other3%
- US Government Bonds2%
Contacts
2 of 2
Deborah Doyle
Financial PlannerCRD 6667318
Ellwood Derricks
President & PartnerCRD 3070255
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$117M in ETFs
100%
$116M
<1%
$468K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $25.3M | 118,841 | 21.63% |
Location
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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