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| Partnership Wealth Management LLC
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|---|---|
| CRD # | 285718 |
| SEC # | 801-121083 |
| CIK # | 0002010656 |
| AUM | 234.9 M (2026-02-24) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 410-732-2633 |
| Address | 606 E Joppa Road Towson, MD 21286 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002010656 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 25.4 | ||
| Global MOFY Metaverse Ltd | 3.0 | ||
| Ingersoll-Rand PLC | 2.6 | ||
| Johnson & Johnson | 2.5 | ||
| Norfolk Southern Corp | 2.5 | ||
| Microsoft Corp | 2.3 | ||
| Molina Healthcare Inc | 2.1 | ||
| Diamondback Energy Inc | 1.9 | ||
| Bristol Myers Squibb Co | 1.8 | ||
| Corning Inc /NY | 1.7 | ||
| PepsiCo Inc | 1.6 | ||
| Colgate Palmolive Co | 1.6 | ||
| Abbott Laboratories | 1.4 | ||
| Apple Inc | 1.3 | ||
| Walt Disney Co | 1.3 | ||
| Medtronic Holdings Ltd | 1.3 | ||
| PPG Industries Inc | 1.2 | ||
| Emerson Electric Co | 1.2 | ||
| Cisco Systems Inc | 1.1 | ||
| Intel Corp | 1.1 | ||
| Constellation Energy Corp | 1.1 | ||
| Amerisourcebergen Corp | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 25.6 |
| (b) Individuals (high net worth individuals) | 62 | 209.3 |
| (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 | 485 | 234.9 |
| By Discretionary | ||
| Discretionary | 454 | 225.8 |
| Non-Discretionary | 31 | 9.1 |
| Total | 485 | 234.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 231.8 | |
| Total | 485 | 234.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002010656] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 7 (2 non-US) |
| Serves | Retail, Research |
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