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THEPARTNERS WEALTH MANAGEMENT
CARMEL BY THE SEA, CA
800-324-3010
SEC #801-122637Total AUM
$1.2B
Employees
39Clients
6,212Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
NW CORNER OCEAN AVENUE AND MISSION STREET
SECOND LEVEL
CARMEL BY THE SEA
CA 93921
United States
SECOND LEVEL
CARMEL BY THE SEA
CA 93921
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
800-324-3010
Other Offices
23
Financials
Total AUM
$1.2B
Accounts
4,637Discretionary
$1.2B
Accounts
4,631Non-Discretionary
$2.6M
Accounts
6
Clients
Individual Clients
5,495AUM
$528.5M
HNW Individual Clients
430AUM
$549.5M
Pension/Profit Sharing Plan Clients
230AUM
$84.9M
Corporation or Business Clients
57AUM
$21.1M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAMP PROGRAM/MODEL MANAGER/SUB ADVISOR
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOCTDEFLGAIAIDILMAMDMINCNJNMNVNYOHOKPATXUTVAWA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.