SEC Form ADV

PARTNERSHIP WEALTH MANAGEMENT

Firm profile: Partnership Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMD
$234.9M
Assets Under Management
7
Total Clients
3
Employees
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Registration Details

Accession
crd-285718
Location
TOWSON, MD
Filing Date
August 27, 2026
AUM
$234.9M
Total Clients
7
Employees
3
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

PARTNERSHIP WEALTH MANAGEMENT is a registered investment adviser headquartered in TOWSON, MD, managing approximately $234.9M in assets across 7 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.