SEC Form ADV

PARTNERSHIP WEALTH MANAGEMENT

Registered Investment AdviserMD
$234.9M
Assets Under Management
485
Total Clients
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Registration Details

Accession
CRD-285718
Location
TOWSON, MD
Filing Date
February 24, 2026
AUM
$234.9M
Total Clients
485
Amendment
No

About this Adviser

PARTNERSHIP WEALTH MANAGEMENT is a registered investment adviser headquartered in TOWSON, MD, managing approximately $234.9M in assets across 485 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.