PROPARTNERS WEALTH

RIASEC Registered

Total AUM

$74.4M

Discretionary

$74.4M

100% of AUM

Avg account

$214K

Accounts

347

Employees

Advisory reps

Firm details

Headquarters: COLUMBIA, Missouri
CRD number: 309875
Website: propartnersteam.com
Custodians: CHARLES SCHWAB & CO., INC., ADVISOR TRUST, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI48.69%
Individuals34.87%
Pension & Profit Sharing Plans13.66%
Corporations / Businesses2.77%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Propartners Wealth is an independent, individual-owned registered investment adviser operating as a limited liability company. The firm serves both individual/family and institutional clients and offers a mix of portfolio management and financial planning services alongside selection of other advisers and pension consulting. Its revenue model includes both percentage-of-AUM and fixed-fee arrangements. Propartners also functions as a capital allocator, placing client capital with third-party managers where appropriate. It reports ancillary business activity as an other financial product salesperson and maintains an industry affiliation with an insurance company.