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THEPARTNERS WEALTH MANAGEMENT
Nw Corner Ocean Avenue And Mission Street
Second Level
Carmel By The Sea, California 93921
Tel: 800-324-3010
About THEPARTNERS WEALTH MANAGEMENT
THEPARTNERS WEALTH MANAGEMENT, formally registered with the SEC as THEPARTNERS WEALTH MANAGEMENT. The firm was established in 11/08/2021. They have over 13 offices throughout the country.
THEPARTNERS WEALTH MANAGEMENT is a Carmel By The Sea, California based Financial Planning firm with nearly $172,525,504 assets under management, offering retirement planning & investment advisory services to 565 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314816 |
| SEC# | 801-122637 |
| Assets Managed by Firm | $172,525,504 |
| No. of Clients | 565 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (TAMP PROGRAM/MODEL MANAGER/SUB ADVISOR)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 565 | $172,525,504 |
| Individuals (other than high net worth individuals) | 451 | $87,668,588 |
| High net worth individuals | 32 | $48,093,469 |
| Pension and profit sharing plans | 81 | $34,129,126 |
| Corporations or other businesses | 1 | $2,634,321 |
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|---|---|---|---|
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