Thepartners Wealth Management

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies; see the brochure for them.

Hourly rate: $400 an hour (Financial planning and consulting services)

As stated in the firm's Form ADV Part 2A brochure dated June 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$1,183,999,769 as of October 2026, filing dated September 9, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops
• Other

Legal name

The Partners Wealth Management, LLC

Also doing business as

ADAPTIVE WEALTH MANAGEMENT, AMBRE FINANCIAL, ASH CREEK FINANCIAL ADVISORS, BIANCO WEALTH MANAGEMENT, CENTRAL COAST FINANCIAL MANAGEMENT, INC., COACTIVE WEALTH STRATEGISTS, GORDON WEALTH, KLYMAN FINANCIAL, MALONE FINANCIAL SERVICES, OCEAN POINTE FINANCIAL SERVICES GROUP, LLC, SALVUS WEALTH PARTNERS, SHALOM WEALTH PARTNERS, THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS, TRIVELLONI ASSET MANAGEMENT, TW SMITH PLANNING AND INVESTMENTS, WILKINS WEALTH MANAGEMENT, WORTH FINANCIAL SOLUTIONS

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2021 (4 years)

Employees

Total: 38. Performing investment advisory functions: 36.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelty Investments

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.

Other offices (Schedule D, Section 1.F)

12 other offices, as of the October 2026 filing

Colts Neck, NJHackensack, NJJacksonville, FLMiami, FLMonterey, CAMount Clemens, MINew York, NYPonte Vedra Beach, FLShow Low, AZSinking Spring, PASt Johns, AZThatcher, AZ

States registered or notice-filed

25 states or jurisdictions

AZCACOCTDEFLGAIAIDILMAMDMINCNJNMNVNYOHOKPATXUTVAWA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

2 Reports 2 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.C(2) Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
• 11.C(5) Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $0 in the October 2022 data and $1,183,999,769 in the October 2026 data.

Total employees: 3 in October 2022 and 38 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. September 2026
   • Updated its list of owners and control persons (Schedule A).
2. August 2026
   • Added the business name Shalom Wealth Partners.
   • Added the business name Malone Financial Services.
   • Added an office in Hackensack, NJ.
3. July 2026
   • No longer lists the business name Preiss Financial LLC.
   • Added the business name Ambre Financial.
   • Added an office in Colts Neck, NJ.
   • Updated its list of owners and control persons (Schedule A).
4. May 2026
   • Employees performing advisory functions went from 31 to 36.
5. April 2026
   • Added the business name Salvus Wealth Partners.
   • Item 11 disclosure answers changed: 2 yes answers, previously 0 (now yes: 11.C(2), 11.C(5)).
   • Changed its legal name from Partners Wealth Management, LLC to The Partners Wealth Management, LLC.
   • Employees performing advisory functions went from 30 to 31.
   • Regulatory assets under management went from $454,537,144 to $1,183,999,769 (+160%).
   • Added an office in Jacksonville, FL.
   • Updated its list of owners and control persons (Schedule A).
6. February 2026
   • Employees performing advisory functions went from 32 to 30.
7. January 2026
   • Added the business name Gordon Wealth.
   • Added an office in Miami, FL.
   • Added an office in Show Low, AZ.
   • Registered or notice-filed in MA, MD.
8. December 2025
   • Employees performing advisory functions went from 29 to 32.
   • Added an office in Thatcher, AZ.
   • No longer lists an office in Safford, AZ.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.