PARTNERSHIP WEALTH MANAGEMENT, LLC

PARTNERSHIP WEALTH MANAGEMENT, LLC of TOWSON, MD is an SEC-registered investment adviser (CRD 285718). Regulatory assets under management: $234.9M.

Registration

• CRD: 285718
• SEC file number: 801-121083
• Type: Registered investment adviser
• Location: 606 E JOPPA ROAD, TOWSON, MD, 21286
• Phone: (410) 732-2633
• Latest filing: 2026-02-24
• Regulatory AUM: $234.9M
• Discretionary AUM: $225.8M
• Non-discretionary AUM: $9.1M
• Clients: 3
• Accounts: 485

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285718 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search