Thepartners Wealth Management
Firm details
- Headquarters
- Carmel By The Sea, California
- CRD number
- 314816
- Registered since
- November 8, 2021
- Website
- www.thepartnerswm.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELTY INVESTMENTS
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI46.41%
- Individuals44.64%
- Pension & Profit Sharing Plans7.17%
- Corporations / Businesses1.78%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Thepartners Wealth Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm positions itself as a capital allocator that serves both individual and family clients as well as institutional relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, manager selection, and investor education through seminars and workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm reports it is not an active ESG investor and does not identify as a multi-state adviser on its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities68%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 5
Robert Joel
Co-Founder and Chief Investment OfficerCRD 2049509
Andrew Lucich
Chief Compliance OfficerCRD 2227654
Lonnie Ogulnick
CEOCRD 3078454
Contacts
3 of 32
Richard Wilkins
Registered RepresentativeCRD 5760491
Adam Worth
Investment Advisor RepresentativeCRD 4403601
Yair Klyman
FounderCRD 6505002
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Carmel By The Sea, CA
Monterey
Location
Carmel By The Sea, CA
Headquartered in Carmel By The Sea, CA, in the West of the United States.
- Region
- West
- County
- Monterey
- Address
- Nw Cor Ocean Ave And Msn St Nd
- Time zone
- PT (UTC-8)
- Office locations
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