PARTNER WEALTH

PARTNER WEALTH is an SEC-registered investment adviser (CRD 287972). Regulatory assets under management: $78.9M.

Registration

• CRD: 287972
• Type: Registered investment adviser
• Phone: (319) 855-7838
• Latest filing: 2026-01-19
• Regulatory AUM: $78.9M
• Discretionary AUM: $77.0M
• Non-discretionary AUM: $1.9M
• Clients: 1
• Accounts: 162

Business model

Compensation: % of AUM, Fixed, Commissions, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287972 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search