PARTNER WEALTH MANAGEMENT, LLC

PARTNER WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 173548). Regulatory assets under management: $18.5M.

Registration

• CRD: 173548
• Type: Registered investment adviser
• Phone: 469-338-0096
• Latest filing: 2026-01-14
• Regulatory AUM: $18.5M
• Discretionary AUM: $18.5M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173548 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search