CARMEL BY THE SEA, CACRD 314816Latest ADV April 7, 2026
Thepartners Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carmel By The Sea, CA. Its latest Form ADV filing, dated April 7, 2026, reports $1.2B in regulatory assets under management, 39 employees, 23 offices, and 4,637 accounts.
Assets Under Management
$1.2B
Employees
39
Offices
23 offices
Total Clients
6,212
Primary office
CARMEL BY THE SEA, CA
NW CORNER OCEAN AVENUE AND MISSION STREET, SECOND LEVEL, CARMEL BY THE SEA, CA, United States
Top client segmentIndividuals represent 88.5% of total clients.
Top client categories% of clientsClients
1
Individuals
88.5%
5,495
2
HNWI
6.9%
430
3
Pension Plans
3.7%
230
4
Corporations
0.9%
57
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of April 7, 2026
Discretionary99.8%
$1.2B
100% of total RAUM99.8%
Non-discretionary0.2%
$3M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts4,637
10Y AUM Change+$1.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees39
Clients per Employee159:1
10Y Employee Change+36 (+1200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.