THEPARTNERS WEALTH MANAGEMENT

Legal name: THE PARTNERS WEALTH MANAGEMENT, LLC

CRD 314816File 801-122637

APPROVED

Retail clients

Disclosure events

Filing as of Aug 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.18B

Above cohort median (national)

Discretionary AUM

$1.18B

Non-discretionary $2.6M

Clients

6,212

4,637 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Nov 8, 2021
Principal office: NW CORNER OCEAN AVENUE AND MISSION STREET, SECOND LEVEL, CARMEL BY THE SEA, CA, 93921
Phone: 800-324-3010
Website: https://klyman-finance-hub.base44.app/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.18B
Discretionary AUM: $1.18B
Non-discretionary AUM: $2.6M
Discretionary accounts: 4,631
Non-discretionary accounts: 6
Total accounts: 4,637
AUM per client: $191K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	57	$21.1M
High net worth individuals	430	$549.5M
Pension and profit sharing plans	230	$84.9M
Individuals (other than high net worth individuals)	5,495	$528.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11C2
Q11C5

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.