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Gregory Allan Rutherford

Chief Executive Officer / Managing MemberPartners Wealth Management, LLCCRD 2459249

About Gregory Allan Rutherford

Gregory Allan Rutherford is listed as Chief Executive Officer / Managing Member at Partners Wealth Management, LLC in Carmel by the Sea, CA. Form ADV reports a beneficial ownership band of Under 5%. Gregory Allan Rutherford is associated with 6 registered advisers.

Reported ownership

Owns Under 5% of Partners Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Gregory Allan Rutherford work?

Gregory Allan Rutherford is listed as Chief Executive Officer / Managing Member at Partners Wealth Management, LLC on SEC Form ADV.

How much of Partners Wealth Management, LLC does Gregory Allan Rutherford own?

Form ADV reports a beneficial ownership band of Under 5%.

Partners Wealth Management, LLC

TitleChief Executive Officer / Managing Member
OwnershipUnder 5%
Control personYes
Since2021

Elite Tamp LLC

TitleCeo
OwnershipUnder 5%
Control personYes
Since2023

Cavalier Investments, LLC

TitlePresident And Ceo
OwnershipUnder 5%
Control personYes
Since2015

Partners Wealth Management, LLC

TitleManager
OwnershipOver 75%
Control personYes
Since2021

Elite Tamp LLC

TitleManager
OwnershipOver 75%
Control personYes
Since2021

Cavalier Investments, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2016