# Partnership Wealth Management

Partnership Wealth Management is a Bank / Wealth / Trust based in Towson, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Towson, United States
- **Region:** North America
- **Address:** Towson, MD, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** partnershipwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/deborahdoylelum

## Regulatory record

- **CRD number:** 285718
- **SEC file number:** 801-121083
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285718

## About

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.

## 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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- [Partners Healthcare System](https://altss.com/profile/partners-healthcare-system)
- [Partnor Asset Management](https://altss.com/profile/partnor-asset-management)

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Last updated: 2026-06-03T20:00:00.000Z

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