Gregory Allan Rutherford
Chief Executive Officer / Managing MemberThe Partners Wealth Management, LLCCRD 2459249
About Gregory Allan Rutherford
Gregory Allan Rutherford is listed as Chief Executive Officer / Managing Member at The 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 The 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 The Partners Wealth Management, LLC on SEC Form ADV.
How much of The Partners Wealth Management, LLC does Gregory Allan Rutherford own?
Form ADV reports a beneficial ownership band of Under 5%.
The Partners Wealth Management, LLC
| Title | Chief Executive Officer / Managing Member |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Cavalier Investments, LLC
| Title | President And Ceo |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2015 |
The Partners Wealth Management, LLC
| Title | Manager |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2021 |
Cavalier Investments, LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2016 |