Thepartners Wealth Management

RIASEC RegisteredEst. 2021
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$255K
Accounts
4,637
Employees
38
Advisory reps
38

Firm details

Headquarters
Carmel By The Sea, California
CRD number
314816
Registered since
November 8, 2021
Custodians
CHARLES SCHWAB & CO., INC., FIDELTY INVESTMENTS
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI46.41%
  • Individuals44.64%
  • Pension & Profit Sharing Plans7.17%
  • Corporations / Businesses1.78%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Thepartners Wealth Management is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2021. The firm serves a mix of individual, family and institutional clients and functions as a capital allocator that selects third‑party managers alongside managing portfolios directly. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees, and its advisory services list financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. The firm does not characterize itself as an active ESG investor. It is not positioned as a pension consultant or a related adviser under the snapshot data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, Public Funds/Mutual Funds 27%, Cash & Cash Equivalents 3%, US Government Bonds 1%, Investment Grade Corp Bonds 1%68%
  • Exchange Traded Equities68%
  • Public Funds/Mutual Funds27%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

3 of 6
  • Robert Joel

    Robert Joel

    Co-Founder and Chief Investment OfficerCRD 2049509

  • Andrew Lucich

    Andrew Lucich

    Chief Compliance OfficerCRD 2227654

  • Eric Leibowitz

    Eric Leibowitz

    President and CEOCRD 1711752

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Contacts

3 of 32
  • Richard Wilkins

    Richard Wilkins

    Registered RepresentativeCRD 5760491

  • Adam Worth

    Adam Worth

    Investment Advisor RepresentativeCRD 4403601

  • Yair Klyman

    Yair Klyman

    FounderCRD 6505002

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Carmel By The Sea, CA

Monterey

Location

Carmel By The Sea, CA

Headquartered in Carmel By The Sea, CA, in the West of the United States.

Region
West
County
Monterey
Address
Nw Cor Ocean Ave And Msn St Nd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth