Partner Wealth

Partner Wealth (CRD# 287972) is a financial advisory firm headquartered in , . They manage $51,169,974 in 103 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.partnerwealth.com
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $496,796
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, TX

Financial Advisors at Partner Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Robert Scott, financial advisor Iowa City IA
Robert C. Scott
CRD#: 6534117
Iowa City, IA

Robert Scott (CRD# 6534117) is an Investment Advisor Representative working at Partner Wealth in Iowa City, IA and has over 8 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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