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 SEC-registered in 2021. The firm operates as a capital allocator, serving both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection (selection of other advisers), and client education through seminars and workshops. The firm’s fee arrangements include traditional percentage-of-assets pricing alongside hourly and fixed-fee engagements, allowing flexibility across client segments. Thepartners is not identified as an active ESG investor in its profile and is not listed as a multi-state adviser on its filing.