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| Happy Holidays!! thanks for using AUM13F!! |
| Partnership Wealth Management LLC
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| CRD # | 285718 |
| SEC # | 801-121083 |
| CIK # | 0002010656 |
| AUM | $193.2 M (2025-03-11) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 410-732-2633 |
| Address | 606 E Joppa Road Towson, MD 21286 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 17.0 | ||
| Microsoft Corp | 4.2 | ||
| Global MOFY Metaverse Ltd | 2.5 | ||
| Ingersoll-Rand PLC | 2.3 | ||
| Norfolk Southern Corp | 2.1 | ||
| Abbott Laboratories | 2.0 | ||
| PepsiCo Inc | 1.6 | ||
| Colgate Palmolive Co | 1.6 | ||
| Nvidia Corp | 1.6 | ||
| Johnson & Johnson | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 22.9 |
| (b) Individuals (high net worth individuals) | 55 | 170.3 |
| (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 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 451 | 193.2 |
| By Discretionary | ||
| Discretionary | 419 | 187.1 |
| Non-Discretionary | 32 | 6.1 |
| Total | 451 | 193.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 190.3 | |
| Total | 451 | 193.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010656] |
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