# Partnership Wealth Management

> 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.

- CRD: 285718
- Filed as: PARTNERSHIP WEALTH MANAGEMENT
- Legal name: Partnership Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Towson, MD
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285718
- AdvisorCensus page: https://advisorcensus.com/firm/partnership-wealth-management-towson-md-285718

## Quick answers

**How is Partnership Wealth Management compensated?**
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).

**How much does Partnership Wealth Management charge?**
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.

**Where is Partnership Wealth Management located?**
Partnership Wealth Management's principal office is in Towson, MD, according to its Form ADV.

**Is Partnership Wealth Management registered with the SEC or a state?**
Partnership Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 285718.

**How much does Partnership Wealth Management manage?**
Partnership Wealth Management reports $234,906,000 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (96% discretionary).

**How have Partnership Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Partnership Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (77); high net worth individuals (62).

**Which custodians does Partnership Wealth Management use?**
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.

**Does Partnership Wealth Management report any disciplinary disclosures?**
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

**Does Partnership Wealth Management state an account minimum?**
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."

**What changed in Partnership Wealth Management's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $193,200,000 to $234,906,000 (+22%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 27, 2026)

- Account minimum: None

> The Advisor does not have any minimum requirements for opening or maintaining an account.

- Hourly rate: $125 to $500 an hour (investment advisory advice and/or financial planning advice)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $234,906,000
- Discretionary: $225,841,000
- Non-discretionary: $9,065,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $25,607,000 |
| High net worth individuals | 62 | $209,299,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, DC, DE, FL, MD, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- partnershipwm.com
- Facebook @PARTNERSHIPWM
- Instagram @partnershipwm
- LinkedIn @deborahdoylelum
- LinkedIn @kate-julian-45a36529
- LinkedIn @woodyderricks
- X @PATNERSHIPWM
- YouTube @PARTNERSHIPWM
- YouTube @partnershipwm

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $156,459,800 | 3 | April 13, 2021 |
| October 2022 | $173,178,000 | 4 | February 11, 2022 |
| October 2023 | $190,976,000 | 4 | March 9, 2023 |
| October 2024 | $189,400,000 | 6 | September 11, 2024 |
| October 2025 | $193,200,000 | 3 | March 11, 2025 |
| October 2026 | $234,906,000 | 3 | August 27, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $193,200,000 to $234,906,000 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Partnership Wealth Management (CRD 285718): Form ADV filing data as of October 2026.