Propartners Wealth

RIASEC Registered

Total AUM

$74.4M

Discretionary

$64.3M

86% 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 registered investment adviser organized as an LLC and owned by an individual. The firm serves both high-net-worth individuals/families and institutional clients and acts as a capital allocator, placing client assets with outside managers where appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Compensation comes via percentage-of-assets and fixed fees. The firm is also active as an other-financial-product salesperson and lists an affiliation with an insurance company. Propartners Wealth does not identify itself as an active ESG investor.