Investment adviser · CRD 112786
PARTNERSINWEALTH, INC
Investment adviser filing (IA)
HOUSTON, TX, United States · Form ADV filed Jun 26, 2020
- Regulatory AUM
- $377M Form ADV · Item 5.F
- Client accounts
- 986 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 72 | $359,441,651 | 95.4% |
| Individuals | 30 | $17,340,948 | 4.6% |
Filing source
Form ADV 1438263 · Jun 26, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 26, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
3400 BISSONNET, STE 145HOUSTON, TX, 77005-2153, United States
CRD 112786
Filing source
Form ADV 1438263 · Jun 26, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.