The Partners Wealth Management, LLC
● SEC registered since 2021CRD 314816SEC# 801-122637Carmel by the Sea, CA
Reg. AUM
$1.18B
Employees
39
Accounts
4,637
Location
Carmel by the Sea, CA
The Partners Wealth Management, LLC assets under management
The Partners Wealth Management, LLC is an SEC-registered investment adviser based in Carmel by the Sea, CA. The firm has been registered since 2021. It reports $1.2 billion in regulatory assets under management and employs 39 people.
The Partners Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Thomas Lucich | Chief Compliance Officer | Under 5% | 2026 |
| Christopher Paul Lein | Chief Operating Officer | Under 5% | 2025 |
| Gary Bruce Gordon Control | President | Under 5% | 2026 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does The Partners Wealth Management, LLC manage?
The Partners Wealth Management, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does The Partners Wealth Management, LLC have?
The Partners Wealth Management, LLC reports 39 employees.
Where is The Partners Wealth Management, LLC located?
The Partners Wealth Management, LLC is based in Carmel by the Sea, CA and has been SEC-registered since 2021.
Does The Partners Wealth Management, LLC disclose fund performance?
The Partners 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 | NW Corner Ocean Avenue and Mission Street, Second Level, Carmel by the Sea, CA 93921 |
| Phone | 800-324-3010 |
| Fax | 831-275-2680 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.18B▲ 586%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$1.18Bregulatory AUM
Discretionary $1.18BNon-discretionary $2.6M