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Partnership Wealth Management
Partnership Wealth Management is an SEC-registered investment adviser in Towson, MD, registered since 2021. The firm manages $235 million in assets, with...
Overview
Partnership Wealth Management is an SEC-registered investment adviser in Towson, MD, registered since 2021. The firm manages $235 million in assets, with $226 million discretionary. It has 3 employees and 2 investment advisers. PARTNERSHIP WEALTH MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-08-27, it reported 3 employees; 485 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses, Publication of periodicals or newsletters; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
Location
Region
North America
Country
United States
City
Towson
Corporate office
Towson, MD, United States
Frequently asked questions
Is Partnership Wealth Management a fiduciary?
As a registered investment advisor, Partnership Wealth Management has a fiduciary duty to act in its clients' best interests. The firm operates on a fee-only basis, which eliminates commission-driven conflicts and aligns its compensation with client outcomes. This structure distinguishes it from broker-dealers held only to a suitability standard.
What does the firm's socially responsible investing approach include?
Partnership Wealth Management explicitly incorporates environmental, social, and governance criteria into client portfolios. The firm constructs allocations using screened funds and direct securities that align with client values while targeting competitive risk-adjusted returns. This dual mandate of values alignment and retirement readiness defines its investment philosophy.
Does Partnership Wealth Management serve institutional clients or only individuals?
The firm services both individual and institutional clients, with particular emphasis on retirement plan management for organizations as well as personal financial planning. Its institutional capability includes corporate retirement plans alongside high-net-worth individual accounts. Public record, however, does not disclose current institutional client count or aggregate retirement-plan assets under advisement.
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