# Thepartners Wealth Management

> Thepartners Wealth Management is an SEC-registered investment advisory firm in Carmel by the Sea, CA, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 314816
- Filed as: THEPARTNERS WEALTH MANAGEMENT
- 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)
- Location: Carmel by the Sea, CA
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314816
- AdvisorCensus page: https://advisorcensus.com/firm/thepartners-wealth-management-carmel-by-the-sea-ca-314816

## Quick answers

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

**How much does Thepartners Wealth Management charge?**
Its Form ADV Part 2A brochure dated June 10, 2026 states: Hourly rate: $400 an hour (Financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Thepartners Wealth Management located?**
Thepartners Wealth Management's principal office is in Carmel by the Sea, CA, according to its Form ADV; the October 2026 filing also lists 12 other offices (Schedule D, Section 1.F).

**Is Thepartners Wealth Management registered with the SEC or a state?**
Thepartners Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314816.

**How much does Thepartners Wealth Management manage?**
Thepartners Wealth Management reports $1,183,999,769 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).

**How have Thepartners Wealth Management's assets and staff changed since 2022?**
In the Form ADV data for Thepartners Wealth Management: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Thepartners Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5,495); high net worth individuals (430); pension and profit sharing plans (but not the plan participants or government pension plans) (230).

**Which custodians does Thepartners Wealth Management use?**
Thepartners Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelty Investments as custodians holding 10% or more of its separately managed account assets.

**Does Thepartners Wealth Management report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation) and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314816

**What changed in Thepartners Wealth Management's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## 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 June 10, 2026)

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

> For one-time engagements, fees will be charged at hourly rate of up to $400 per hour or as a fixed engagement.

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.
- 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.

### Regulatory assets under management (Item 5.F)
- Total: $1,183,999,769
- Discretionary: $1,181,424,638
- Non-discretionary: $2,575,131

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5,495 | $528,520,412 |
| High net worth individuals | 430 | $549,532,603 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 230 | $84,859,779 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 57 | $21,086,975 |
| Other | 0 | Not reported |

### 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
- Other

### Firm details
- Registered since: 2021 (4 years)
- Employees: 38 total, 36 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, MA, MD, MI, NC, NJ, NM, NV, NY, OH, OK, PA, TX, UT, VA, WA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314816

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Colts Neck, NJ
- Hackensack, NJ
- Jacksonville, FL
- Miami, FL
- Monterey, CA
- Mount Clemens, MI
- New York, NY
- Ponte Vedra Beach, FL
- Show Low, AZ
- Sinking Spring, PA
- St Johns, AZ
- Thatcher, AZ

### Websites listed on Form ADV (Item 1.I)
- ashcreekfinancial.com
- centralcoastfm.com
- coactivewealthstrategists.com
- gordonwealth.net
- klyman-finance-hub.base44.app
- klymanfinancial.com
- oceanpointefg.com
- shalomwealthpartners.com
- thepartnersfinancialsolutions.com
- thepartnerswm.com
- trivam.com
- twsfinancialplanning.com
- wilkinswealthmanagement.com
- worthfinancialsolutions.com
- Facebook @CentralCoastFinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 3 | March 22, 2022 |
| October 2023 | $100,659,138 | 5 | August 8, 2023 |
| October 2024 | $172,525,504 | 7 | September 16, 2024 |
| October 2025 | $454,537,144 | 31 | July 22, 2025 |
| October 2026 | $1,183,999,769 | 38 | September 9, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### August 2026
- Added the business name Shalom Wealth Partners.
- Added the business name Malone Financial Services.
- Added an office in Hackensack, NJ.

### 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).

### May 2026
- Employees performing advisory functions went from 31 to 36.

### 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).

### February 2026
- Employees performing advisory functions went from 32 to 30.

### 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.

### 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Thepartners Wealth Management (CRD 314816): Form ADV filing data as of October 2026.