THEPARTNERS WEALTH MANAGEMENT

Overview

Thepartners Wealth Management is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2021. The firm positions itself as a capital allocator for individual, family and institutional clients, with a clear tilt toward equity-centered portfolios. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers and educational seminars, which suggests a mix of ongoing discretionary portfolio management and consultative, project-based engagements. Investment preferences show a strong bias toward exchange‑traded equities as the primary implementation vehicle, with equities explicitly listed as the firm’s preference. Thepartners does not present itself as an active ESG investor. Fee arrangements are flexible—percentage of AUM plus hourly and fixed fees—allowing the firm to serve both ongoing advisory relationships and discrete planning or advisory projects.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices