PARTNERSHIP WEALTH MANAGEMENT, LLC
Legal name: PARTNERSHIP WEALTH MANAGEMENT
CRD #285718 SEC #801-121083 TOWSON, MD (410) 732-2633
SEC Registered
Total AUM
$193.2M
Discretionary
$187.1M
Employees
3
Clients
10
Accounts
451
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $193.2M | $187.1M | $6.1M | 3 | 5 |
| Sep 2024 | $189.4M | $183.4M | $6M | 6 | 6 |
| Mar 2024 | $189.4M | $183.4M | $6M | 6 | 6 |
| Mar 2023 | $191M | $185.6M | $5.4M | 4 | 12 |
| Feb 2022 | $173.2M | $168.2M | $5M | 4 | 9 |
| Feb 2022 | $173.2M | $168.2M | $5M | 4 | 9 |
| Nov 2021 | $156.5M | $144.9M | $11.6M | 3 | 9 |
| Apr 2021 | $156.5M | $144.9M | $11.6M | 3 | 9 |
| Mar 2021 | $156.5M | $144.9M | $11.6M | 3 | 9 |
DateMar 2025
Total AUM$193.2M
Discretionary$187.1M
Non-Disc.$6.1M
Employees3
Clients5
DateSep 2024
Total AUM$189.4M
Discretionary$183.4M
Non-Disc.$6M
Employees6
Clients6
DateMar 2024
Total AUM$189.4M
Discretionary$183.4M
Non-Disc.$6M
Employees6
Clients6
DateMar 2023
Total AUM$191M
Discretionary$185.6M
Non-Disc.$5.4M
Employees4
Clients12
DateFeb 2022
Total AUM$173.2M
Discretionary$168.2M
Non-Disc.$5M
Employees4
Clients9
DateFeb 2022
Total AUM$173.2M
Discretionary$168.2M
Non-Disc.$5M
Employees4
Clients9
DateNov 2021
Total AUM$156.5M
Discretionary$144.9M
Non-Disc.$11.6M
Employees3
Clients9
DateApr 2021
Total AUM$156.5M
Discretionary$144.9M
Non-Disc.$11.6M
Employees3
Clients9
DateMar 2021
Total AUM$156.5M
Discretionary$144.9M
Non-Disc.$11.6M
Employees3
Clients9