Select Wealth Partners, LLC
CRD 344024SEC# 801-137574Middletown, NY
No longer SEC-registered. Select Wealth Partners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
19
Accounts
—
Location
Middletown, NY
Select Wealth Partners, LLC assets under management
Select Wealth Partners, LLC is an SEC-registered investment adviser based in Middletown, NY. It employs 19 people.
Select Wealth Partners, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Taylor Jones | Chief Compliance Officer | Under 5% | 2026 |
| Robert Allan Howerter Control | Managing Partner | 25-50% | 2026 |
| Roger Allen Pikul Control | Managing Partner | 25-50% | 2026 |
| Sandeepkumar Mangubhai Patel Control | Managing Partner | 25-50% | 2026 |
Frequently asked questions
How many employees does Select Wealth Partners, LLC have?
Select Wealth Partners, LLC reports 19 employees.
Where is Select Wealth Partners, LLC located?
Select Wealth Partners, LLC is based in Middletown, NY.
Does Select Wealth Partners, LLC disclose fund performance?
Select Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12 Evergreen Drive, Middletown, NY 10940 |
| Office hours | 8a.m. To 5p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 25%
More than 75% of 16,804 advisers