{
  "crd_number": 285718,
  "slug": "partnership-wealth-management-towson-md-285718",
  "primary_business_name": "PARTNERSHIP WEALTH MANAGEMENT",
  "legal_name": "PARTNERSHIP WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Towson",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "12580",
  "metro": {
    "cbsa_code": "12580",
    "common_name": "Baltimore",
    "msa_name": "Baltimore-Columbia-Towson, MD",
    "path": "/advisors/md/baltimore"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-05-03",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-08-27",
  "carried_forward": false,
  "raum_total": 234906000.0,
  "raum_discretionary": 225841000.0,
  "raum_non_discretionary": 9065000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 25607000.0,
      "count": 77
    },
    "high_net_worth_individuals": {
      "raum": 209299000.0,
      "count": 62
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "DC",
    "DE",
    "FL",
    "MD",
    "NY",
    "PA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/PARTNERSHIPWM",
    "https://instagram.com/partnershipwm",
    "https://linkedin.com/in/deborahdoylelum",
    "https://linkedin.com/in/kate-julian-45a36529",
    "https://linkedin.com/in/woodyderricks",
    "https://partnershipwm.com",
    "https://twitter.com/PATNERSHIPWM",
    "https://youtube.com/USER/PARTNERSHIPWM",
    "https://youtube.com/channel/partnershipwm"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285718",
  "city_as_filed": "TOWSON",
  "url": "https://advisorcensus.com/firm/partnership-wealth-management-towson-md-285718",
  "display_name": "Partnership Wealth Management",
  "summary": "Partnership Wealth Management is an SEC-registered investment advisory firm in Towson, MD, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.",
  "citation": "AdvisorCensus. Partnership Wealth Management (CRD 285718): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Partnership Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Partnership Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Partnership Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated August 27, 2026 states: Hourly rate: $125 to $500 an hour (investment advisory advice and/or financial planning advice). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Partnership Wealth Management located?",
      "a": "Partnership Wealth Management's principal office is in Towson, MD, according to its Form ADV."
    },
    {
      "q": "Is Partnership Wealth Management registered with the SEC or a state?",
      "a": "Partnership Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 285718."
    },
    {
      "q": "How much does Partnership Wealth Management manage?",
      "a": "Partnership Wealth Management reports $234,906,000 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (96% discretionary)."
    },
    {
      "q": "How have Partnership Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Partnership Wealth Management: Regulatory assets under management: $156,459,800 in the October 2021 data and $234,906,000 in the October 2026 data, up 50%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Partnership Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (77); high net worth individuals (62)."
    },
    {
      "q": "Which custodians does Partnership Wealth Management use?",
      "a": "Partnership Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Partnership Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285718"
    },
    {
      "q": "Does Partnership Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 27, 2026 says: \"The Advisor does not have any minimum requirements for opening or maintaining an account.\""
    },
    {
      "q": "What changed in Partnership Wealth Management's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $193,200,000 to $234,906,000 (+22%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 156459800.0,
      "total_employees": 3,
      "filing_date": "2021-04-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 173178000.0,
      "total_employees": 4,
      "filing_date": "2022-02-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 190976000.0,
      "total_employees": 4,
      "filing_date": "2023-03-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 189400000.0,
      "total_employees": 6,
      "filing_date": "2024-09-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 193200000.0,
      "total_employees": 3,
      "filing_date": "2025-03-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 234906000.0,
      "total_employees": 3,
      "filing_date": "2026-08-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $193,200,000 to $234,906,000 (+22%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $125 to $500 an hour (investment advisory advice and/or financial planning advice)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "The Advisor does not have any minimum requirements for opening or maintaining an account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $125 to $500 an hour (investment advisory advice and/or financial planning advice)"
        ],
        "quotes": [
          "The Advisors’ hourly fee will be billed either at the end of the project or the client can select a monthly/quarterly billing at a rate between $125 - $500 per hour depending on the level of complexity"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 125.0,
          "max": 500.0,
          "period": "hour",
          "service": "investment advisory advice and/or financial planning advice"
        }
      ]
    },
    "quotes": [
      "The Advisor does not have any minimum requirements for opening or maintaining an account.",
      "The Advisors’ hourly fee will be billed either at the end of the project or the client can select a monthly/quarterly billing at a rate between $125 - $500 per hour depending on the level of complexity"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/partnership-wealth-management-towson-md-285718.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 77,
      "fewer_than_5": false,
      "raum": 25607000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 62,
      "fewer_than_5": false,
      "raum": 209299000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285718",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}