Thepartners Wealth Management

RIASEC RegisteredEst. 2021

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$255K

Accounts

4,637

Employees

Advisory reps

Firm details

Headquarters: Carmel By The Sea, California
CRD number: 314816
Registered since: November 8, 2021
Website: www.thepartnerswm.com
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.