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| Happy Holidays!! thanks for using AUM13F!! |
| Partners Wealth Management LLC
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| CRD # | 314816 |
| SEC # | 801-122637 |
| CIK # | 0002054714 |
| AUM | $454.5 M (2025-07-22) |
| Employees | 30 (93% Investors, 3% Brokers) |
| Phone | 800-324-3010 |
| Address | NW Corner Ocean Avenue and Mission Street Carmel By The Sea, CA 93921 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 5.7 | |
| Lilly Eli & Co | 2.3 | |
| AT&T Inc | 2.3 | |
| MicroStrategy Inc | 2.2 | |
| Microsoft Corp | 2.1 | |
| Exxon Mobil Corp | 1.5 | |
| Amazon Com Inc | 1.5 | |
| Nvidia Corp | 1.1 | |
| Procter & Gamble Co | 1.0 | |
| J P Morgan Chase & Co | 1.0 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,565 | 226.3 |
| (b) Individuals (high net worth individuals) | 464 | 145.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 239 | 78.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,304 | 454.5 |
| By Discretionary | ||
| Discretionary | 2,223 | 426.5 |
| Non-Discretionary | 81 | 28.0 |
| Total | 2,304 | 454.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 454.5 | |
| Total | 2,304 | 454.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002054714] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IP Financial Advisory Services LLC
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|
NC | 0.5 |
|
Dover Partners Inc
✚
|
OH | 0.5 |
|
Lifeguide Financial Advisors LLC
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|
PA | 0.5 |
|
Parkshore Wealth Management
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|
CA | 0.5 |
|
GW Sherwold Associates Inc
✚
|
CA | 0.5 |
|
Redstone Advisors Inc
✚
|
KS | 0.5 |
|
Horrell Capital Management Inc
✚
|
AR | 0.5 |
|
Kraft Asset Management LLC
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|
TN | 0.5 |
|
Fountainhead Financial LLC
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|
IL | 0.5 |
|
Barrett & Company Inc
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|
RI | 0.5 |