About Thepartners Wealth Management
THEPARTNERS WEALTH MANAGEMENT is a registered investment advisor (RIA) founded in 2021 and managing $172,525,504 in assets for 565 clients. With a team of 7 advisors, they offer comprehensive financial planning, retirement strategies, and investment advisory services. Their approach focuses on understanding individual client needs and goals to craft personalized financial plans. THEPARTNERS WEALTH MANAGEMENT emphasizes long-term relationships built on open communication and aims to help clients organize their financial lives and monitor progress toward their objectives. They provide resources for retirement, estate planning, investments, insurance, and tax strategies. The firm operates from multiple offices, serving clients across various states. They are committed to helping clients achieve their financial goals and ensure a secure future.
Website: https://www.partnerswm.org/
Founded: 2021
Office Locations
- Carmel By The Sea, CA (Headquarters)
- Monterey, CA
- Ponte Vedra Beach, FL
- Safford, AZ
- Sherman Oaks, CA
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $454.5M
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| LINKS HEALTHCARE GROUP LLC 401(K) PS PLAN AND TRUST | LINKS HEALTHCARE GROUP LLC, CA | $27M | 3,978 |