# Propartners Wealth

> Propartners Wealth is a state-registered investment advisory firm in Columbia, MO, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 309875
- Filed as: PROPARTNERS WEALTH
- Legal name: Propartners Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Columbia, MO
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309875
- AdvisorCensus page: https://advisorcensus.com/firm/propartners-wealth-columbia-mo-309875

## Quick answers

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

**Where is Propartners Wealth located?**
Propartners Wealth's principal office is in Columbia, MO, according to its Form ADV.

**Is Propartners Wealth registered with the SEC or a state?**
Propartners Wealth is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309875.

**How much does Propartners Wealth manage?**
Propartners Wealth reports $74,428,043 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (86% discretionary).

**What types of clients does Propartners Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (126); high net worth individuals (20); corporations or other businesses not listed above (12).

**Does Propartners 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/309875

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $74,428,043
- Discretionary: $64,262,357
- Non-discretionary: $10,165,686

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 126 | $25,955,897 |
| High net worth individuals | 20 | $36,241,629 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $10,165,686 |
| Corporations or other businesses not listed above | 12 | $2,064,831 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Propartners Wealth (CRD 309875): Form ADV filing data as of October 2026.