# Partner Wealth

> Partner Wealth is a state-registered investment advisory firm, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 19, 2026.

- CRD: 287972
- Filed as: PARTNER WEALTH
- Legal name: Partner Wealth Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Iowa
- Filing period: October 2026
- Form ADV filing dated: January 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287972
- AdvisorCensus page: https://advisorcensus.com/firm/partner-wealth-287972

## Quick answers

**How is Partner Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Partner Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions; other.

**Is Partner Wealth registered with the SEC or a state?**
Partner Wealth is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287972.

**How much does Partner Wealth manage?**
Partner Wealth reports $78,931,517 in regulatory assets under management in its Form ADV filing dated January 19, 2026 (98% discretionary).

**What types of clients does Partner Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (16); charitable organizations (1).

**Does Partner Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287972

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other

### Regulatory assets under management (Item 5.F)
- Total: $78,931,517
- Discretionary: $77,045,803
- Non-discretionary: $1,885,714

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $6,513,258 |
| High net worth individuals | 18 | $72,418,259 |
| Charitable organizations | 1 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- partnerwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Partner Wealth (CRD 287972): Form ADV filing data as of October 2026.