$18.5M Total AUM
$18.5M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Unison crestFusion prime
- Established Date
- 02-06-2015
- Office Locations
- 1
Office Locations
-- Rockwall TX
About Partner Wealth Management, LLC
Partners Wealth Management provides wealth management for affluent families and financial management for institutions. The team coordinates closely with clients’ CPAs, attorneys, and insurance professionals, covering investment management, asset protection, wealth transfer planning, and charitable giving strategies. Public filings indicate an ETF-focused SMA approach, with custody through Charles Schwab.
Team overview
-- AVG AGE
$18.5M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
11.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Oak Element Wave
Client Personas
Ridge vertex Vector eagle Prime foundation
Custodian
Pathway radial Optima Harbor vector
Investment Themes
Ember Ridge
Investment Vehicles
Delta value
Platform
Zenith
Services
Fusion radial Meridian Ridge pathway Pathway quantum Bridge harbor Vertex legacy Legacy value Bridge Focus Radial
Technology
Signal Glacier timber
Owner & Executives
J
JAIME LUIS SANCHEZ
Managing Member
- CRD
- #2504023
- Ownership
- 75% or more
(430) 349-9541
meridian.element@zenithcapital.com
in linkedin.com/in/crest-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,500,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,207,611,509 | 100.0% |
| Total | $5,207,611,509 | 100.0% |