Partnership Wealth Management
Firm details
- Headquarters
- Towson, Maryland
- CRD number
- 285718
- Registered since
- May 3, 2021
- Website
- partnershipwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.1%
- Individuals10.9%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Partnership Wealth Management is an independent registered investment adviser organized as a limited liability company and operating under individual ownership. The firm registered with the SEC in 2021 and focuses on serving individual and family clients. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements; it also operates as an insurance broker. Core advisory services listed in regulatory filings are financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds44%
- Exchange Traded Equities36%
- Cash & Cash Equivalents15%
- Other3%
- US Government Bonds2%
Contacts
2 of 2
Ellwood Derricks
President & PartnerCRD 3070255
Deborah Doyle
Financial PlannerCRD 6667318
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$117M in ETFs
100%
$116M
<1%
$468K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $25.3M | 118,841 | 21.63% |
Location
Towson, MD
Baltimore
Location
Towson, MD
Headquartered in Towson, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore
- Address
- 606 E Joppa Rd
- Time zone
- ET (UTC-5)
- Office locations
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