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 an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2021. The firm is individually owned and focuses on advising individuals and families. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, and publication of newsletters; it also operates as an insurance broker. Clients are billed through a mix of asset-based fees, hourly charges and fixed fees. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.
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
- Public Funds/Mutual Funds44%
- Exchange Traded Equities36%
- Cash & Cash Equivalents15%
- Other3%
- US Government Bonds2%
Contacts
2 of 2ELLWOOD DERRICKS
Financial AdvisorCRD 3070255
DEBORAH DOYLE
Financial PlannerCRD 6667318
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$102M in ETFs
100%
$102M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $22.1M | 115,387 | 21.69% |
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
Similar firms
BOLTON INVESTMENT
RIATOWSON, MD
THE SIMMONS PARTNERSHIP, INC
RIATOWSON, MD
CHESAPEAKE FINANCIAL ADVISORS
RIATOWSON, MD
OLIVER WEALTH MANAGEMENT
RIATOWSON, MD
BLUE CURVE ADVISORY, LLC
RIATOWSON, MD
A. J. PERRY & CO.
RIATOWSON, MD