PARTNERSHIP WEALTH MANAGEMENT, LLC
Doing business as PARTNERSHIP WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$234,906,000
Discretionary
$225,841,000
Non-discretionary
$9,065,000
Firm details
- CRD number
- 285718
- SEC file number
- 801-121083
- Main office
- TOWSON, MD, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.