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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 5, 2025
- Branch Offices
- 23
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Balas, Justin | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Balas, Justin | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Balas, Justin | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Balas, Justin | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Balas, Justin | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Balas, Justin | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Balas, Justin | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KENT, TREVIN, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| KENT, TREVIN, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| KENT, TREVIN, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| KENT, TREVIN, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| KENT, TREVIN, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| KENT, TREVIN, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| KENT, TREVIN, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| KENT, TREVIN, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| KENT, TREVIN, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| KENT, TREVIN, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| KENT, TREVIN, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| KENT, TREVIN, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| KENT, TREVIN, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| KENT, TREVIN, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| KENT, TREVIN, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| KENT, TREVIN, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| KENT, TREVIN, RICHARD | I | CHIEF OPERATING OFFICER | NA | Control |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | Control |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | Control |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | Control |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | Control |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | Control |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | Control |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | Control |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | Control |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | Control |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | Control |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | Control |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | Control |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | Control |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | Control |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | Control |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | Control |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | Control |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | Control |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | Control |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | |
| LEIN, CHRISTOPHER, Paul | I | CHIEF OPERATING OFFICER | NA | |
| POPOVICH, ALEXANDER, MICHAEL | I | PRESIDENT / MANAGING MEMBER | NA | Control |
| POPOVICH, ALEXANDER, MICHAEL | I | CEO/ MANAGING MEMBER | NA | Control |
| POPOVICH, ALEXANDER, MICHAEL | I | CEO/ MANAGING MEMBER | NA | Control |
| POPOVICH, ALEXANDER, MICHAEL | I | PRESIDENT | NA | |
| POPOVICH, ALEXANDER, MICHAEL | I | PRESIDENT | NA | |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| VILLEGAS, RAULIN, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| VILLEGAS, RAULIN, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| VILLEGAS, RAULIN, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| VILLEGAS, RAULIN, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| VILLEGAS, RAULIN, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| PURPLE MARLIN LLC | DE | MEMBER | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | E | Control |
| ALEXANDER AND DEBRA POPOVICH FAMILY TRUST | DE | MEMBER | C | Control |
| ALEXANDER AND DEBRA POPOVICH FAMILY TRUST | DE | MEMBER | C | Control |
| ALEXANDER AND DEBRA POPOVICH FAMILY TRUST | DE | MEMBER | C | Control |
| ALEXANDER AND DEBRA POPOVICH FAMILY TRUST | DE | MEMBER | C | Control |
| ALEXANDER AND DEBRA POPOVICH FAMILY TRUST | DE | MEMBER | C | Control |
| PURPLE MARLIN LLC | DE | MEMBER | C | Control |
| PURPLE MARLIN LLC | DE | MEMBER | C | Control |
| PURPLE MARLIN LLC | DE | MEMBER | C | Control |
| PURPLE MARLIN LLC | DE | MEMBER | C | Control |
| PURPLE MARLIN LLC | DE | MEMBER | C | Control |
| PURPLE MARLIN LLC | DE | MEMBER | C | Control |
| PURPLE MARLIN LLC | DE | MEMBER | C | Control |
| PURPLE MARLIN LLC | DE | MEMBER | C | Control |
| PURPLE MARLIN LLC | DE | MEMBER | C | Control |
| PURPLE MARLIN LLC | DE | MEMBER | C | Control |
| PURPLE MARLIN LLC | DE | MEMBER | C | Control |
| CAVALIER 2021 LLC | DE | MEMBER | B | |
| CAVALIER 2021 LLC | DE | MEMBER | B | |
| CAVALIER 2021 LLC | DE | MEMBER | B | |
| CAVALIER 2021 LLC | DE | MEMBER | B | |
| CAVALIER 2021 LLC | DE | MEMBER | B | |
| MFM TRUST | DE | MEMBER | B | |
| MFM TRUST | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| RUTHERFORD, GREGORY, ALLAN | I | PURPLE MARLIN LLC | E | Control |
| SCHAFFIELD, BRIAN, ALLAN | I | MFM TRUST | E | |
| SCHAFFIELD, BRIAN, ALLAN | I | MFM TRUST | E | |
| POPOVICH, ALEXANDER, MICHAEL | I | ALEXANDER AND DEBRA POPOVICH FAMILY TRUST | D | Control |
| POPOVICH, ALEXANDER, MICHAEL | I | CAVALIER 2021 LLC | D | Control |
| POPOVICH, ALEXANDER, MICHAEL | I | ALEXANDER AND DEBRA POPOVICH FAMILY TRUST | D | Control |
| POPOVICH, ALEXANDER, MICHAEL | I | CAVALIER 2021 LLC | D | Control |
| POPOVICH, ALEXANDER, MICHAEL | I | ALEXANDER AND DEBRA POPOVICH FAMILY TRUST | D | Control |
| POPOVICH, ALEXANDER, MICHAEL | I | CAVALIER 2021 LLC | D | Control |
| POPOVICH, ALEXANDER, MICHAEL | I | ALEXANDER AND DEBRA POPOVICH FAMILY TRUST | D | Control |
| POPOVICH, ALEXANDER, MICHAEL | I | CAVALIER 2021 LLC | D | Control |
| POPOVICH, ALEXANDER, MICHAEL | I | ALEXANDER AND DEBRA POPOVICH FAMILY TRUST | D | Control |
| POPOVICH, ALEXANDER, MICHAEL | I | CAVALIER 2021 LLC | D | Control |
| POPOVICH, DEBRA, FORDYCE | I | ALEXANDER AND DEBRA POPOVICH FAMILY TRUST | D | Control |
| POPOVICH, DEBRA, FORDYCE | I | ALEXANDER AND DEBRA POPOVICH FAMILY TRUST | D | Control |
| POPOVICH, DEBRA, FORDYCE | I | ALEXANDER AND DEBRA POPOVICH FAMILY TRUST | D | Control |
| POPOVICH, DEBRA, FORDYCE | I | ALEXANDER AND DEBRA POPOVICH FAMILY TRUST | D | Control |
| Popovich, Debra | I | ALEXANDER AND DEBRA POPOVICH FAMILY TRUST | D | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CAVALIER 2021 LLC | D | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CAVALIER 2021 LLC | D | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CAVALIER 2021 LLC | D | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CAVALIER 2021 LLC | D | Control |
| RUTHERFORD, GREGORY, ALLAN | I | CAVALIER 2021 LLC | D | Control |
Registrations
Federal
IA
Dec 5, 2025 REGISTERED
Notice Filings (25)
AZ CA CO CT DE FL GA IA ID IL MA MD MI NC NJ NM NV NY OH OK PA TX UT VA WA
Address
NW CORNER OCEAN AVENUE AND MISSION STREETSECOND LEVEL
CARMEL BY THE SEA, CA 93921
United States
Phone: 800-324-3010