RIA Intel›Advisers›Texas›PARTNERSINWEALTH, INC

PARTNERSINWEALTH, INC

Advisory

N·HOUSTON, TX

Data as of Jun 26, 2020 · Source: SEC Form ADV

Total AUM

$377M

1-Year AUM Growth

-3.6%

3-Year CAGR

+1.2%

Employees

3

Assets Under Management

Total AUM$377M

Discretionary AUM$248M

Non-Discretionary AUM$129M

Discretionary %65.9%

Total Clients—

Team

Total Employees3

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record29

First FilingJun 29, 2001

Latest FilingJun 26, 2020

🔒 Full AUM trend chart and 29 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PARTNERSINWEALTH, INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.