Thepartners Wealth Management
Thepartners Wealth Management (CRD# 314816) is a financial advisory firm headquartered in Monterey, CA. They manage $172,525,504 in 565 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management173MILLION
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Total Number of Accounts565ACCOUNTS
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Average Account Value$305,355
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, GA, IL, NC, NY, OK, TX
Matthew Brady (CRD# 2162122) is an Investment Advisor Representative working at Thepartners Wealth Management in Monterey, CA and has over 31 years of experience in the finance industry.
Christopher Lein (CRD# 1433201) is an Investment Advisor Representative working at Thepartners Wealth Management in Ponte Vedra Beach, FL and has over 20 years of experience in the finance industry.
Richard Wilkins (CRD# 5760491) is an Investment Advisor Representative working at Thepartners Wealth Management in Monterey, CA and has over 11 years of experience in the finance industry.
Gregory Rutherford (CRD# 2459249) is an Investment Advisor Representative working at Thepartners Wealth Management in Monterey, CA and has over 29 years of experience in the finance industry.