# PARTNERSINWEALTH, INC

PARTNERSINWEALTH, INC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 112786
- Type: SEC-registered investment adviser
- SEC file number: 801-57566
- Location: 3400 BISSONNET, STE 145, HOUSTON, TX, 77005-2153
- Phone: 713-964-4028
- Latest filing: 2020-06-26
- Regulatory AUM: $376.8M
- Discretionary AUM: $248.2M
- Non-discretionary AUM: $128.6M
- Clients: 7
- Accounts: 986

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| WATERS JAMES RODNEY | CEO; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| RILEY JEFFREY EARL | PERSONALCFO | — |
| IPE JAISON JOHN | VICE PRESIDENT OF OPERATIONS | — |
| WATERS SUSAN E | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112786/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112786/similar
- Related entities: https://search.stillhousedata.com/firm/112786/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112786

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.