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| Partners Wealth Management LLC
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|
|---|---|
| CRD # | 314816 |
| SEC # | 801-122637 |
| CIK # | |
| AUM | $100.7 MM (2023-03-29) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 800-324-3010 |
| Address | 1129 State Street Santa Barbara, CA 93101 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 26.1 |
| (b) Individuals (high net worth individuals) | 51 | 74.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 5.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 231 | 106.6 |
| By Discretionary | ||
| Discretionary | 224 | 88.8 |
| Non-Discretionary | 7 | 17.7 |
| Total | 231 | 106.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.6 | |
| Total | 231 | 106.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Oxley Harry KEIR
✚
|
CA | 0.1 |
|
Spurstone Advisory Services LLC
✚
|
CT | 0.1 |
|
Cedar Spring Advisors LLC
✚
|
PA | 0.1 |
|
Wilkinson Wealth Management LLC
✚
|
AZ | 0.1 |
|
Kevin E Vandenberg LLC
✚
|
NY | 0.1 |
|
Goodstein Wealth Management LLC
✚
|
CA | 0.1 |
|
Innova Advisors LLC
✚
|
FL | 0.1 |
|
Asset Planning Corporation
✚
|
FL | 0.1 |
|
Baker & Yoest Investment Advisers Inc
✚
|
IL | 0.1 |
|
Ridge Capital Management LLC
✚
|
GA | 0.1 |