| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Paul Lein | Chief Operating Officer | Under 5% | 2025 |
| Gregory Allan Rutherford Control | Chief Executive Officer / Managing Member | Under 5% | 2021 |
| Jeffrey Andrew Smith | Chief Compliance Officer | Under 5% | 2023 |
Partners Wealth Management, LLC reports $454.5 million in regulatory assets under management on its Form ADV.
Partners Wealth Management, LLC reports 33 employees.
Partners Wealth Management, LLC is based in Carmel by the Sea, CA and has been SEC-registered since 2021.
Partners Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | NW Corner Ocean Avenue and Mission Street, Second Level, Carmel by the Sea, CA 93921 |
| Phone | 800-324-3010 |
| Fax | 831-275-2680 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $426.5M |
| Non-discretionary | $28M |
| Total (RAUM) | $454.5M |