Thepartners Wealth Management
Carmel By the Sea, CA·SEC-registered · CRD #314816
Thepartners Wealth Management is an SEC-registered investment advisory firm in Carmel By the Sea, CA managing $1.2B across 4.6k client accounts, with 36 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
4.6k
Advisory staff
36
Fee model
Fee-based
How Thepartners Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Thepartners Wealth Management
How much does Thepartners Wealth Management manage?
Per its most recent SEC Form ADV filing (06/22/2026), Thepartners Wealth Management reports $1.2B in regulatory assets under management across roughly 4.6k client accounts.
How does Thepartners Wealth Management charge?
Thepartners Wealth Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Thepartners Wealth Management a fiduciary?
Yes. Thepartners Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #314816), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Thepartners Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Thepartners Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Carmel By the Sea, CA
Profile compiled from Thepartners Wealth Management's public SEC Form ADV filing (CRD #314816, filed 06/22/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Thepartners Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Thepartners Wealth Management? Claim this profile.