RIA Intel›Advisers›Texas›PARTNER WEALTH MANAGEMENT, LLC

PARTNER WEALTH MANAGEMENT, LLC

Advisory

TX

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in TX

#2,173

of 2,813 advisers by AUM

Average account

$2M

across 8 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

8 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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