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Partnership Wealth Management, LLC

● SEC registered since 2021CRD 285718SEC# 801-121083Towson, MD
Export (members)
Reg. AUM
$193.2M
Employees
3
Accounts
451
Location
Towson, MD

Partnership Wealth Management, LLC assets under management

Partnership Wealth Management, LLC operates as an SEC-registered investment adviser based in Towson, MD. The firm has been registered since 2021. It reports $193.2 million in regulatory assets under management and employs 3 people.
www.linkedin.com/in/deborahdoylelumView on SEC.gov ↗

Partnership Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Ellwood John Derricks ControlPresident / CcoOver 75%2005

Frequently asked questions

How much does Partnership Wealth Management, LLC manage?

Partnership Wealth Management, LLC reports $193.2 million in regulatory assets under management on its Form ADV.

How many employees does Partnership Wealth Management, LLC have?

Partnership Wealth Management, LLC reports 3 employees.

Where is Partnership Wealth Management, LLC located?

Partnership Wealth Management, LLC is based in Towson, MD and has been SEC-registered since 2021.

Does Partnership Wealth Management, LLC disclose fund performance?

Partnership Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address606 E Joppa Road, Towson, MD 21286
Phone(410) 732-2633
Fax(410) 732-2634
Office hours9a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$187.1M
Non-discretionary$6.1M
Total (RAUM)$193.2M