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| The Partners Wealth Management LLC
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|---|---|
| CRD # | 314816 |
| SEC # | 801-122637 |
| CIK # | 0002054714 |
| AUM | 1.2 B (2026-06-22) |
| Employees | 39 (92% Investors, 8% 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 | 6.8 | ||
| Lilly Eli & Co | 2.5 | ||
| AT&T Inc | 2.2 | ||
| Microsoft Corp | 1.8 | ||
| Nvidia Corp | 1.7 | ||
| Amazon Com Inc | 1.6 | ||
| 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) | 5,495 | 528.5 |
| (b) Individuals (high net worth individuals) | 430 | 549.5 |
| (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 | 230 | 84.9 |
| (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 | 57 | 21.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,637 | 1,184.0 |
| By Discretionary | ||
| Discretionary | 4,631 | 1,181.4 |
| Non-Discretionary | 6 | 2.6 |
| Total | 4,637 | 1,184.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,184.0 | |
| Total | 4,637 | 1,184.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054714] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hamilton Point Investment Advisors LLC
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|
NC | 1.2 B |
|
Wright Investors Service Inc
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|
CT | 1.2 B |
|
Tennessee Valley Asset Management Partners LLC
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TN | 1.2 B |
|
Sikich Capital Management LLC
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IL | 1.2 B |
|
Portland Global Advisors LLC
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ME | 1.2 B |
|
Straightline Group LLC
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MI | 1.2 B |
|
WPWealth LLP
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|
TX | 1.2 B |
|
Woodard & Co Asset Management Group Inc
✚
|
NC | 1.2 B |
|
Great Lakes Retirement Inc
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|
OH | 1.2 B |
|
Reagan Companies Asset Management Inc
✚
|
NY | 1.2 B |