Partnership Wealth Management, LLC
● SEC registered since 2021CRD 285718SEC# 801-121083Towson, MD
Reg. AUM
$234.9M
Employees
3
Accounts
485
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 $234.9 million in regulatory assets under management and employs 3 people.
Partnership Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ellwood John Derricks Control | President / Cco | Over 75% | 2005 |
Frequently asked questions
How much does Partnership Wealth Management, LLC manage?
Partnership Wealth Management, LLC reports $234.9 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
| Address | 606 E Joppa Road, Towson, MD 21286 |
| Phone | (410) 732-2633 |
| Fax | (410) 732-2634 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$234.9M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$234.9Mregulatory AUM
Discretionary $225.8MNon-discretionary $9.1M