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PARTNERSHIP WEALTH MANAGEMENT
PARTNERSHIP WEALTH MANAGEMENT, LLC
CRD 285718 · SEC 801-121083
606 E JOPPA ROAD, TOWSON, MD, 21286, United States
Phone
(410) 732-2633
Fax
(410) 732-2634
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$234.9M
Discretionary AUM
$225.8M
Team
3 total employees; 2 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $25.6M |
| High net worth individuals | 62 | $209.3M |
States served
AZ, CA, DE, DC, MD, NY, PA, VA, TX, FL
All web addresses on file
- https://www.linkedin.com/in/deborahdoylelum/
- https://www.linkedin.com/in/woodyderricks/
- https://www.youtube.com/channel/partnershipwm
- https://www.instagram.com/partnershipwm/
- https://www.linkedin.com/in/kate-julian-45a36529/
- HTTPS://WWW.FACEBOOK.COM/PARTNERSHIPWM
- HTTPS://PARTNERSHIPWM.COM
- HTTPS://TWITTER.COM/PATNERSHIPWM
- HTTPS://WWW.YOUTUBE.COM/USER/PARTNERSHIPWM
Official SEC filing: View on IAPD