Thepartners Wealth Management

Overview

Thepartners Wealth Management is an independent, SEC-registered limited liability company that began registration in 2021. It serves both individual/family and institutional clients and operates as a capital allocator, sourcing third‑party managers in addition to managing portfolios directly. Its advisory offering spans financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. Fee arrangements include a percentage-of-AUM component plus options for hourly and fixed fees. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices