Partner Wealth Management, LLC

Partner Wealth Management, LLC (CRD# 173548) is a financial advisory firm headquartered in , . They manage $18,525,451 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $686,128
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Partner Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jaime Sanchez, financial advisor Rockwall TX
Jaime L. Sanchez
CRD#: 2504023
Rockwall, TX

Jaime Sanchez (CRD# 2504023) is an Investment Advisor Representative working at Partner Wealth Management, LLC in Rockwall, TX and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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