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 RIA structured as an LLC that focuses on individual and family clients. The firm is registered with the SEC (registered in 2021) and combines portfolio management and financial planning with insurance brokerage services. Engagement models include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The advisory scope explicitly covers 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 organized under individual ownership.
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 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
$108M in ETFs
100%
$107M
<1%
$431K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $23M | 110,500 | 21.32% |
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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