PARTNERS WEALTH MANAGEMENT, LLC

THEPARTNERS WEALTH MANAGEMENT
MONTEREY, California·4 registered advisors·CRD# 314816
SEC# 801-12263711800-324-3010
01

Firm Overview

AUM
$173M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PARTNERS WEALTH MANAGEMENT, LLC

4 registered advisors
Brian Allan Schaffield
SANTA BARBARA, California
Debra Fordyce Popovich
SANTA BARBARA, California
Justin Balas
MONTEREY, California
Trevin Richard Kent
MONTEREY, California
05

Office Locations

MONTEREY, California
2 advisors
SANTA BARBARA, California
2 advisors

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Data sourced from SEC Form ADV filings. PARTNERS WEALTH MANAGEMENT, LLC (CRD# 314816) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.