Propartners Wealth

RIASEC Registered

Total AUM

$74.4M

Discretionary

$64.3M

86% of AUM

Avg account

$214K

Accounts

347

Employees

Advisory reps

Firm details

Headquarters: Columbia, Missouri
CRD number: 309875
Website: propartnersteam.com
Custodians: CHARLES SCHWAB & CO., INC., ADVISOR TRUST, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI48.69%
Individuals34.87%
Pension & Profit Sharing Plans13.66%
Corporations / Businesses2.77%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Propartners Wealth is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individuals and families as well as institutional clients and operates as a capital allocator, using both percentage-of-AUM and fixed-fee billing. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm also engages in other financial product sales and maintains an affiliation with an insurance company. Propartners is not positioned as an active ESG investor.