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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 2025
- 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 |
|---|---|---|---|---|
| DERRICKS, ELLWOOD, JOHN | I | PRESIDENT / CCO | E | Control |
| DERRICKS, ELLWOOD, JOHN | I | PRESIDENT / CCO | E | Control |
| DERRICKS, ELLWOOD, JOHN | I | PRESIDENT / CCO | E | Control |
| DERRICKS, ELLWOOD, JOHN | I | PRESIDENT / CCO | E | Control |
| DERRICKS, ELLWOOD, JOHN | I | PRESIDENT / CCO | E | Control |
| DERRICKS, ELLWOOD, JOHN | I | PRESIDENT / CCO | E | Control |
| DERRICKS, ELLWOOD, JOHN | I | PRESIDENT / CCO | E | Control |
| DERRICKS, ELLWOOD, JOHN | I | PRESIDENT / CCO | E | Control |
| DERRICKS, ELLWOOD, JOHN | I | PRESIDENT / CCO | E | Control |
| DERRICKS, ELLWOOD, JOHN | I | PRESIDENT / CCO | E | Control |
| HAI, SAMRANG VATTANA | I | OWNER | B | |
| HAI, SAMRANG VATTANA | I | OWNER | B | |
| HAI, SAMRANG VATTANA | I | OWNER | B | |
| HAI, SAMRANG VATTANA | I | OWNER | B | |
| HAI, SAMRANG VATTANA | I | OWNER | B | |
| HAI, SAMRANG VATTANA | I | OWNER | B | |
| HAI, SAMRANG VATTANA | I | OWNER | B | |
| HAI, SAMRANG VATTANA | I | OWNER | B |
Registrations
Federal
IA
Mar 11, 2025 REGISTERED
Notice Filings (10)
AZ CA DC DE FL MD NY PA TX VA
Address
606 E JOPPA ROADTOWSON, MD 21286
United States
Phone: (410) 732-2633