Partner Wealth Management, LLC

Partner Wealth Management, LLC (CRD# 173548) is a financial advisory firm headquartered in , . They manage $7,582,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $505,467
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 L. Sanchez
CRD#: 2504023
Rockwall, TX
93
Wealthminder
score

Jaime Sanchez (CRD# 2504023) is an Investment Advisor Representative working at Partner Wealth Management, LLC in Rockwall, TX and has over 22 years of experience in the finance industry.

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