Partnership Wealth Management

Partnership Wealth Management (CRD# 285718) is a financial advisory firm headquartered in Baltimore, MD. They manage $62,100,000 in 347 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    347
    ACCOUNTS
  • Average Account Value
    $178,963
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.

CA, DC, FL, MD, TX, VA

Financial Advisors at Partnership Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Ellwood J. Derricks
CRD#: 3070255
Baltimore, MD 21224

Ellwood Derricks (CRD# 3070255) is an Investment Advisor Representative working at Partnership Wealth Management in Baltimore, MD and has over 20 years of experience in the finance industry. Ellwood Derricks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Deborah Doyle
CRD#: 6667318
Baltimore, MD 21224

Deborah Doyle (CRD# 6667318) is an Investment Advisor Representative working at Partnership Wealth Management in Baltimore, MD and has 1 year of experience in the finance industry.

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