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 financial services company based in Towson, Maryland, founded in 2005. It provides financial advice to clients in the Baltimore and Washington, DC area and reports about $173 million in assets under management. Its clients are typically people who have accumulated wealth through steady work and low debt, and who lack the time, knowledge or desire to create and monitor their own financial plan. The firm helps them make sense of their assets and pursue financial opportunities.

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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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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