PARTNERSINWEALTH, INC
CRD #112786 SEC #801-57566 HOUSTON, TX 713-964-4028
SEC Registered
Total AUM
$376.8M
Discretionary
$248.2M
Employees
7
Clients
101
Accounts
986
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $376.8M | $248.2M | $128.6M | 7 | 1 |
| Mar 2020 | $376.8M | $248.2M | $128.6M | 7 | 1 |
| Mar 2019 | $391.1M | $236.1M | $154.9M | 6 | 3 |
| Aug 2018 | $389.7M | $223.8M | $165.9M | 5 | 2 |
| Mar 2018 | $389.7M | $223.8M | $165.9M | 5 | 2 |
| Aug 2017 | $363.5M | $207.4M | $156.2M | 5 | 26 |
| Mar 2017 | $363.5M | $207.4M | $156.2M | 5 | 26 |
| Oct 2016 | $291.7M | $195.9M | $95.8M | 5 | 26 |
| Mar 2016 | $291.7M | $195.9M | $95.8M | 3 | 26 |
| Jul 2015 | $239.6M | $186.9M | $52.7M | 4 | 26 |
| Mar 2015 | $239.6M | $186.9M | $52.7M | 4 | 26 |
| Mar 2014 | $208.2M | $156.4M | $51.8M | 6 | 26 |
| Apr 2013 | $188M | $144.4M | $43.6M | 6 | 26 |
| Mar 2012 | $167.3M | $119.4M | $47.9M | 1 | 26 |
| May 2011 | $169.4M | $111.8M | $57.6M | 5 | -- |
| Mar 2011 | $169.4M | $111.8M | $57.6M | 5 | -- |
| Feb 2007 | $82.7M | $82.7M | $0 | 5 | -- |
| Mar 2006 | $76.1M | $76.1M | $0 | 5 | -- |
| Nov 2003 | $35M | $35M | $0 | 5 | -- |
| Mar 2002 | $31.1M | $31.1M | $0 | 5 | -- |
| Jun 2001 | $28.7M | $28.7M | $0 | 5 | -- |
DateJun 2020
Total AUM$376.8M
Discretionary$248.2M
Non-Disc.$128.6M
Employees7
Clients1
DateMar 2020
Total AUM$376.8M
Discretionary$248.2M
Non-Disc.$128.6M
Employees7
Clients1
DateMar 2019
Total AUM$391.1M
Discretionary$236.1M
Non-Disc.$154.9M
Employees6
Clients3
DateAug 2018
Total AUM$389.7M
Discretionary$223.8M
Non-Disc.$165.9M
Employees5
Clients2
DateMar 2018
Total AUM$389.7M
Discretionary$223.8M
Non-Disc.$165.9M
Employees5
Clients2
DateAug 2017
Total AUM$363.5M
Discretionary$207.4M
Non-Disc.$156.2M
Employees5
Clients26
DateMar 2017
Total AUM$363.5M
Discretionary$207.4M
Non-Disc.$156.2M
Employees5
Clients26
DateOct 2016
Total AUM$291.7M
Discretionary$195.9M
Non-Disc.$95.8M
Employees5
Clients26
DateMar 2016
Total AUM$291.7M
Discretionary$195.9M
Non-Disc.$95.8M
Employees3
Clients26
DateJul 2015
Total AUM$239.6M
Discretionary$186.9M
Non-Disc.$52.7M
Employees4
Clients26
DateMar 2015
Total AUM$239.6M
Discretionary$186.9M
Non-Disc.$52.7M
Employees4
Clients26
DateMar 2014
Total AUM$208.2M
Discretionary$156.4M
Non-Disc.$51.8M
Employees6
Clients26
DateApr 2013
Total AUM$188M
Discretionary$144.4M
Non-Disc.$43.6M
Employees6
Clients26
DateMar 2012
Total AUM$167.3M
Discretionary$119.4M
Non-Disc.$47.9M
Employees1
Clients26
DateMay 2011
Total AUM$169.4M
Discretionary$111.8M
Non-Disc.$57.6M
Employees5
Clients--
DateMar 2011
Total AUM$169.4M
Discretionary$111.8M
Non-Disc.$57.6M
Employees5
Clients--
DateFeb 2007
Total AUM$82.7M
Discretionary$82.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$76.1M
Discretionary$76.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$31.1M
Discretionary$31.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$28.7M
Discretionary$28.7M
Non-Disc.$0
Employees5
Clients--