Investment adviser · CRD 314816
THEPARTNERS WEALTH MANAGEMENT
Investment adviser filing (IA)
THE PARTNERS WEALTH MANAGEMENT, LLC
CARMEL BY THE SEA, CA, United States · Form ADV filed Sep 9, 2026
- Regulatory AUM
- $1.18B Form ADV · Item 5.F
- Client accounts
- 4,637 Accounts, not individual clients
- Employees
- 38 Reported in this filing
- Advisory professionals
- 36 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 | 430 | $549,532,603 | 46.4% |
| Individuals | 5,495 | $528,520,412 | 44.6% |
| Retirement plans | 230 | $84,859,779 | 7.2% |
| Corporations & businesses | 57 | $21,086,975 | 1.8% |
Filing source
Form ADV 2131541 · Sep 9, 2026 · 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: Sep 9, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
NW CORNER OCEAN AVENUE AND MISSION STREET, SECOND LEVELCARMEL BY THE SEA, CA, 93921, United States
CRD 314816
Filing source
Form ADV 2131541 · Sep 9, 2026 · 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.