Thepartners Wealth Management

Thepartners Wealth Management (CRD# 314816) is a financial advisory firm headquartered in Monterey, CA. They manage $172,525,504 in 565 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
299 Webster Street, Monterey, CA 93940
https://www.centralcoastfm.com/
By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    565
    ACCOUNTS
  • Average Account Value
    $305,355
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, NC, NY, OK, TX

Financial Advisors at Thepartners Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Matthew Brady, financial advisor Monterey CA
Matthew J. Brady
CRD#: 2162122
299 Webster Street, Monterey, CA 93940

Matthew Brady (CRD# 2162122) is an Investment Advisor Representative working at Thepartners Wealth Management in Monterey, CA and has over 31 years of experience in the finance industry.

2
Christopher Lein, financial advisor Ponte Vedra Beach FL
Christopher P. Lein
CRD#: 1433201
234 Canal Blvd, Suite 2, Ponte Vedra Beach, FL 32082

Christopher Lein (CRD# 1433201) is an Investment Advisor Representative working at Thepartners Wealth Management in Ponte Vedra Beach, FL and has over 20 years of experience in the finance industry.

3
Richard Wilkins, financial advisor Ponte Verde Beach FL
Richard Wilkins
CRD#: 5760491
234 Canal Blvd, Unit 2, Ponte Verde Beach, FL 32082

Richard Wilkins (CRD# 5760491) is an Investment Advisor Representative working at Thepartners Wealth Management in Ponte Verde Beach, FL and has over 11 years of experience in the finance industry.

4
Gregory Rutherford, financial advisor Monterey CA
Gregory A. Rutherford
CRD#: 2459249
299 Webster Street, Monterey, CA 93940

Gregory Rutherford (CRD# 2459249) is an Investment Advisor Representative working at Thepartners Wealth Management in Monterey, CA and has over 29 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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