Partnersinwealth, Inc.

Partnersinwealth, Inc. (CRD# 112786) is a financial advisory firm headquartered in Houston, TX. They manage $291,733,346 in 702 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    292
    MILLION
  • Total Number of Accounts
    702
    ACCOUNTS
  • Average Account Value
    $415,575
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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 Partnersinwealth, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey E. Riley
CRD#: 4765219
3400 Bissonnet, Ste 145, Houston, TX 77005
96
Wealthminder
score

Jeffrey Riley (CRD# 4765219) is an Investment Advisor Representative working at Partnersinwealth, Inc. in Houston, TX and has over 12 years of experience in the finance industry. Jeffrey Riley 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
James R. Waters
CRD#: 1319581
3400 Bissonnet, Suite 145, Houston, TX 77005
96
Wealthminder
score

James Waters (CRD# 1319581) is an Investment Advisor Representative working at Partnersinwealth, Inc. in Houston, TX and has over 31 years of experience in the finance industry. James Waters 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.