PARTNERSHIP WEALTH MANAGEMENT

606 E Joppa Road
Towson, Maryland 21286
Tel: (410) 732-2633

About PARTNERSHIP WEALTH MANAGEMENT

PARTNERSHIP WEALTH MANAGEMENT, formally registered with the SEC as PARTNERSHIP WEALTH MANAGEMENT. The firm was established in 05/03/2021. They have over 1 offices throughout the country.

PARTNERSHIP WEALTH MANAGEMENT is a Towson, Maryland based Financial Planning firm with nearly $189,400,000 assets under management, offering retirement planning & investment advisory services to 484 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285718
SEC#	801-121083
Assets Managed by Firm	$189,400,000
No. of Clients	484
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	484	$189,400,000
Individuals (other than high net worth individuals)	78	$21,300,000
High net worth individuals	64	$168,100,000

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