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
Partner Wealth Management, LLC
By the Numbers
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Total Assets Under Management19MILLION
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Total Number of Accounts27ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Partner Wealth Management, LLC
1
Jaime Sanchez (CRD# 2504023) is an Investment Advisor Representative working at Partner Wealth Management, LLC in Rockwall, TX and has over 30 years of experience in the finance industry.
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