Partnership Wealth Management
Partnership Wealth Management is an SEC-registered wealth manager in Towson, MD with $234.9M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Partnership Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285718, SEC 801-121083, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $234.9M (2026-02-24)
- Firm type
- Wealth Manager
- Location
- Towson, MD
- Employees
- 3
- Clients
- 139
- CRD
- 285718
- Ownership
- DERRICKS, ELLWOOD, JOHN; HAI, SAMRANG VATTANA
How much AUM does Partnership Wealth Management have?
Partnership Wealth Management reported $234.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Partnership Wealth Management?
Disclosed owners and executives of Partnership Wealth Management include DERRICKS, ELLWOOD, JOHN, HAI, SAMRANG VATTANA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.