LP Profile

Partnership Wealth Management

Also known as partnership wealth

Wealth ManagerTowson, United StatesFounded 2005
$173M
Assets Under Management
Towson
Headquarters
Investment Focus

About Partnership Wealth Management

Partnership Wealth Management is a wealth manager based in Towson, US. Founded in 2005. Reported AUM: 173 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Partnership Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$234.9M
Total Clients
485
Filing Date
February 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Partnership Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Partnership Wealth Management?

Partnership Wealth Management is a wealth manager based in Towson, United States, managing approximately $173M in assets.

Where is Partnership Wealth Management headquartered?

Partnership Wealth Management is headquartered in Towson, United States.

How much does Partnership Wealth Management manage?

Partnership Wealth Management manages approximately $173M in assets under management.

When was Partnership Wealth Management founded?

Partnership Wealth Management was founded in 2005.

How can I contact Partnership Wealth Management?

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