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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 26, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WATERS, JAMES, RODNEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATERS, JAMES, RODNEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATERS, JAMES, RODNEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATERS, JAMES, RODNEY | I | CEO | E | Control |
| WATERS, JAMES, RODNEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATERS, JAMES, RODNEY | I | CEO | E | Control |
| WATERS, JAMES, RODNEY | I | CEO | E | Control |
| WATERS, JAMES, RODNEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATERS, JAMES, RODNEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATERS, JAMES, RODNEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATERS, JAMES, RODNEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATERS, JAMES, RODNEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATERS, JAMES, RODNEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATERS, JAMES, RODNEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATERS, JAMES, RODNEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATERS, JAMES, RODNEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATERS, JAMES, RODNEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATERS, JAMES, RODNEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATERS, JAMES, RODNEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATERS, JAMES, RODNEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WATERS, JAMES, RODNEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WATERS, JAMES, RODNEY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| WATERS, SUSAN E | I | DIRECTOR | C | Control |
| WATERS, SUSAN E | I | DIRECTOR | C | Control |
| RILEY, JEFFREY, EARL | I | PERSONALCFO | B | |
| RILEY, JEFFREY, EARL | I | PERSONALCFO | B | |
| RILEY, JEFFREY, EARL | I | PERSONALCFO | B | |
| RILEY, JEFFREY, EARL | I | PERSONALCFO | B | |
| IPE, JAISON JOHN | I | VICE PRESIDENT OF OPERATIONS | A | |
| IPE, JAISON JOHN | I | VICE PRESIDENT OF OPERATIONS | A | |
| IPE, JAISON JOHN | I | VICE PRESIDENT OF OPERATIONS | A | |
| IPE, JAISON JOHN | I | VICE PRESIDENT OF OPERATIONS | A | |
| RILEY, JEFFREY, EARL | I | PERSONALCFO | A | |
| RILEY, JEFFREY, EARL | I | PERSONALCFO | A | |
| RILEY, JEFFREY, EARL | I | PERSONALCFO | A | |
| RILEY, JEFFREY, EARL | I | PERSONALCFO | A |
Registrations
Federal
IA
Jun 26, 2020 REGISTERED
Notice Filings (1)
TX
Address
3400 BISSONNETSTE 145
HOUSTON, TX 77005-2153
United States
Phone: 713-964-4028