PARTNERS WEALTH MANAGEMENT, LLC
Legal name: THEPARTNERS WEALTH MANAGEMENT
CRD #314816 SEC #801-122637 CARMEL BY THE SEA, CA 800-324-3010
SEC Registered
Total AUM
$454.5M
Discretionary
$426.5M
Employees
35
Clients
1
Accounts
2,304
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $454.5M | $426.5M | $28M | 35 | 0 |
| Dec 2025 | $454.5M | $426.5M | $28M | 35 | 0 |
| Dec 2025 | $454.5M | $426.5M | $28M | 35 | 0 |
| Dec 2025 | $454.5M | $426.5M | $28M | 35 | 0 |
| Dec 2025 | $454.5M | $426.5M | $28M | 35 | 0 |
| Nov 2025 | $454.5M | $426.5M | $28M | 35 | 0 |
| Nov 2025 | $454.5M | $426.5M | $28M | 35 | 0 |
| Nov 2025 | $454.5M | $426.5M | $28M | 34 | 0 |
| Oct 2025 | $454.5M | $426.5M | $28M | 34 | 0 |
| Sep 2025 | $454.5M | $426.5M | $28M | 34 | 0 |
| Aug 2025 | $454.5M | $426.5M | $28M | 33 | 0 |
| Aug 2025 | $454.5M | $426.5M | $28M | 31 | 0 |
| Jul 2025 | $454.5M | $426.5M | $28M | 31 | 0 |
| Jul 2025 | $454.5M | $426.5M | $28M | 30 | 0 |
| Jul 2025 | $454.5M | $426.5M | $28M | 30 | 0 |
| Jul 2025 | $454.5M | $426.5M | $28M | 30 | 0 |
| Jun 2025 | $454.5M | $426.5M | $28M | 24 | 0 |
| Jun 2025 | $454.5M | $426.5M | $28M | 23 | 0 |
| May 2025 | $454.5M | $426.5M | $28M | 23 | 0 |
| Apr 2025 | $454.5M | $426.5M | $28M | 23 | 0 |
| Apr 2025 | $454.5M | $426.5M | $28M | 23 | 0 |
| Apr 2025 | $454.5M | $426.5M | $28M | 23 | 0 |
| Mar 2025 | $454.5M | $426.5M | $28M | 23 | 0 |
| Mar 2025 | $454.5M | $426.5M | $28M | 23 | 0 |
| Mar 2025 | $172.5M | $135.8M | $36.8M | 7 | 0 |
| Mar 2025 | $172.5M | $135.8M | $36.8M | 7 | 0 |
| Feb 2025 | $172.5M | $135.8M | $36.8M | 7 | 0 |
| Jan 2025 | $172.5M | $135.8M | $36.8M | 7 | 0 |
| Jan 2025 | $172.5M | $135.8M | $36.8M | 7 | 0 |
| Jan 2025 | $172.5M | $135.8M | $36.8M | 7 | 0 |
| Jan 2025 | $172.5M | $135.8M | $36.8M | 7 | 0 |
| Jan 2025 | $172.5M | $135.8M | $36.8M | 7 | 0 |
| Jan 2025 | $172.5M | $135.8M | $36.8M | 7 | 0 |
| Jan 2025 | $172.5M | $135.8M | $36.8M | 7 | 0 |
| Dec 2024 | $172.5M | $135.8M | $36.8M | 7 | 0 |
| Nov 2024 | $172.5M | $135.8M | $36.8M | 7 | 0 |
| Oct 2024 | $172.5M | $135.8M | $36.8M | 7 | 0 |
| Oct 2024 | $172.5M | $135.8M | $36.8M | 7 | 0 |
| Oct 2024 | $172.5M | $135.8M | $36.8M | 7 | 0 |
| Sep 2024 | $172.5M | $135.8M | $36.8M | 7 | 0 |
| Sep 2024 | $172.5M | $135.8M | $36.8M | 7 | 0 |
| Aug 2024 | $172.5M | $135.8M | $36.8M | 7 | 0 |
| Apr 2024 | $172.5M | $135.8M | $36.8M | 7 | 0 |
| Mar 2024 | $172.5M | $135.8M | $36.8M | 7 | 0 |
| Aug 2023 | $100.7M | $100.1M | $591.7K | 5 | 0 |
| Apr 2023 | $100.7M | $100.1M | $591.7K | 5 | 0 |
| Apr 2023 | $100.7M | $100.1M | $591.7K | 5 | 0 |
| Apr 2023 | $100.7M | $100.1M | $591.7K | 5 | 0 |
| Mar 2023 | $100.7M | $100.1M | $591.7K | 5 | 0 |
| Jan 2023 | $106.6M | $88.8M | $17.7M | 3 | 0 |
| Mar 2022 | $0 | $0 | $0 | 3 | 0 |
| Nov 2021 | $0 | $0 | $0 | 3 | 0 |
| Oct 2021 | $0 | $0 | $0 | 2 | 0 |
| Oct 2021 | $0 | $0 | $0 | 2 | 0 |
DateDec 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees35
Clients0
DateDec 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees35
Clients0
DateDec 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees35
Clients0
DateDec 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees35
Clients0
DateDec 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees35
Clients0
DateNov 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees35
Clients0
DateNov 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees35
Clients0
DateNov 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees34
Clients0
DateOct 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees34
Clients0
DateSep 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees34
Clients0
DateAug 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees33
Clients0
DateAug 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees31
Clients0
DateJul 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees31
Clients0
DateJul 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees30
Clients0
DateJul 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees30
Clients0
DateJul 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees30
Clients0
DateJun 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees24
Clients0
DateJun 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees23
Clients0
DateMay 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees23
Clients0
DateApr 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees23
Clients0
DateApr 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees23
Clients0
DateApr 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees23
Clients0
DateMar 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees23
Clients0
DateMar 2025
Total AUM$454.5M
Discretionary$426.5M
Non-Disc.$28M
Employees23
Clients0
DateMar 2025
Total AUM$172.5M
Discretionary$135.8M
Non-Disc.$36.8M
Employees7
Clients0
DateMar 2025
Total AUM$172.5M
Discretionary$135.8M
Non-Disc.$36.8M
Employees7
Clients0
DateFeb 2025
Total AUM$172.5M
Discretionary$135.8M
Non-Disc.$36.8M
Employees7
Clients0
DateJan 2025
Total AUM$172.5M
Discretionary$135.8M
Non-Disc.$36.8M
Employees7
Clients0
DateJan 2025
Total AUM$172.5M
Discretionary$135.8M
Non-Disc.$36.8M
Employees7
Clients0
DateJan 2025
Total AUM$172.5M
Discretionary$135.8M
Non-Disc.$36.8M
Employees7
Clients0
DateJan 2025
Total AUM$172.5M
Discretionary$135.8M
Non-Disc.$36.8M
Employees7
Clients0
DateJan 2025
Total AUM$172.5M
Discretionary$135.8M
Non-Disc.$36.8M
Employees7
Clients0
DateJan 2025
Total AUM$172.5M
Discretionary$135.8M
Non-Disc.$36.8M
Employees7
Clients0
DateJan 2025
Total AUM$172.5M
Discretionary$135.8M
Non-Disc.$36.8M
Employees7
Clients0
DateDec 2024
Total AUM$172.5M
Discretionary$135.8M
Non-Disc.$36.8M
Employees7
Clients0
DateNov 2024
Total AUM$172.5M
Discretionary$135.8M
Non-Disc.$36.8M
Employees7
Clients0
DateOct 2024
Total AUM$172.5M
Discretionary$135.8M
Non-Disc.$36.8M
Employees7
Clients0
DateOct 2024
Total AUM$172.5M
Discretionary$135.8M
Non-Disc.$36.8M
Employees7
Clients0
DateOct 2024
Total AUM$172.5M
Discretionary$135.8M
Non-Disc.$36.8M
Employees7
Clients0
DateSep 2024
Total AUM$172.5M
Discretionary$135.8M
Non-Disc.$36.8M
Employees7
Clients0
DateSep 2024
Total AUM$172.5M
Discretionary$135.8M
Non-Disc.$36.8M
Employees7
Clients0
DateAug 2024
Total AUM$172.5M
Discretionary$135.8M
Non-Disc.$36.8M
Employees7
Clients0
DateApr 2024
Total AUM$172.5M
Discretionary$135.8M
Non-Disc.$36.8M
Employees7
Clients0
DateMar 2024
Total AUM$172.5M
Discretionary$135.8M
Non-Disc.$36.8M
Employees7
Clients0
DateAug 2023
Total AUM$100.7M
Discretionary$100.1M
Non-Disc.$591.7K
Employees5
Clients0
DateApr 2023
Total AUM$100.7M
Discretionary$100.1M
Non-Disc.$591.7K
Employees5
Clients0
DateApr 2023
Total AUM$100.7M
Discretionary$100.1M
Non-Disc.$591.7K
Employees5
Clients0
DateApr 2023
Total AUM$100.7M
Discretionary$100.1M
Non-Disc.$591.7K
Employees5
Clients0
DateMar 2023
Total AUM$100.7M
Discretionary$100.1M
Non-Disc.$591.7K
Employees5
Clients0
DateJan 2023
Total AUM$106.6M
Discretionary$88.8M
Non-Disc.$17.7M
Employees3
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0