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THEPARTNERS WEALTH MANAGEMENT
Legal name: THE PARTNERS WEALTH MANAGEMENT, LLC
CRD 314816File 801-122637
APPROVED
Retail clients
Disclosure events
Filing as of Sep 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.18B
Above cohort median (national)
Discretionary AUM
$1.18B
Non-discretionary $2.6M
Clients
6,212
4,637 accounts
Employees
38
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
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 39 | 38 | decreased by1 |
| May 1, 2026 | Employees | 34 | 39 | increased by5 |
| Apr 1, 2026 | Employees | 33 | 34 | increased by1 |
| Apr 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Clients | 5,276 | 6,212 | increased by936 |
| Apr 1, 2026 | AUM | $454,537,144 | $1,183,999,769 | increased by$729,462,625 |
| Apr 1, 2026 | Accounts | 2,304 | 4,637 | increased by2,333 |
| Feb 1, 2026 | Employees | 35 | 33 | decreased by2 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 23 | 35 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 23 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $454,537,144 | increased by$454,537,144 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 2,304 | increased by2,304 |
| Dec 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “THEPARTNERS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“THEPARTNERS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.