AdvisorOS Directory
Claim Profile
TK

Trevin Richard Kent

PARTNERS WEALTH MANAGEMENT, LLC·MONTEREY, California
Unclaimed Profile
299 WEBSTER STREET, MONTEREY, CA 93940CRD# 6096717Firm CRD# 314816
01

About

Trevin Richard Kent is a registered financial advisor based in MONTEREY, California, affiliated with PARTNERS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PARTNERS WEALTH MANAGEMENT, LLC
THEPARTNERS WEALTH MANAGEMENT
AUM
$173M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PARTNERS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6096717
Firm CRD# 314816
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MONTEREY?

Browse all registered financial advisors in MONTEREY, California or claim this profile if it's yours.

Browse MONTEREY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Trevin Richard Kent offer?
Trevin Richard Kent specializes in Financial Planning, Investment Management. Contact their office in MONTEREY, California for a consultation.
What are Trevin Richard Kent's credentials?
Trevin Richard Kent is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Trevin Richard Kent located?
Trevin Richard Kent is based in MONTEREY, California, working with PARTNERS WEALTH MANAGEMENT, LLC. Their office serves clients in the MONTEREY metropolitan area and surrounding communities.
How does Trevin Richard Kent charge for services?
Trevin Richard Kent's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARTNERS WEALTH MANAGEMENT, LLC?
PARTNERS WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MONTEREY
Gary Eugene Douglas Alt — MONTEREY PRIVATE WEALTH, INC.Kenneth Burton Petersen — MONTEREY PRIVATE WEALTH, INC.Jeanne Marie Merrell — MONTEREY PRIVATE WEALTH, INC.Cristofer Andres Cabanillas — MONTEREY PRIVATE WEALTH, INC.Steven Charles Merrell — MONTEREY PRIVATE WEALTH, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile