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THEPARTNERS WEALTH MANAGEMENT
THE PARTNERS WEALTH MANAGEMENT, LLC
CRD 314816 · SEC 801-122637
NW CORNER OCEAN AVENUE AND MISSION STREET, SECOND LEVEL, CARMEL BY THE SEA, CA, 93921, United States
Phone
800-324-3010
Fax
831-275-2680
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.18B
Discretionary AUM
$1.18B
Team
40 total employees; 37 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsTAMP PROGRAM/MODEL MANAGER/SUB ADVISOR
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5495 | $528.5M |
| High net worth individuals | 430 | $549.5M |
| Pension/profit sharing plans | 230 | $84.9M |
| Corporations/business entities | 57 | $21.1M |
States served
AZ, CA, CO, DE, GA, ID, IL, IA, MD, MA, MI, NV, NJ, NM, NY, NC, OH, OK, PA, UT, VA, WA, TX, CT, FL
All web addresses on file
- https://www.thepartnersfinancialsolutions.com/
- https://coactivewealthstrategists.com/
- https://www.oceanpointefg.com/
- http://www.preissfinancial.com
- http://www.wilkinswealthmanagement.com
- http://www.worthfinancialsolutions.com
- http://www.klymanfinancial.com
- https://www.thepartnerswm.com/
- http://www.gordonwealth.net
- http://www.ashcreekfinancial.com
- https://www.facebook.com/CentralCoastFinancial/
- https://twsfinancialplanning.com
- https://www.centralcoastfm.com/
- https://klyman-finance-hub.base44.app/
- https://trivam.com/
Official SEC filing: View on IAPD