$78.9M Total AUM
$77.0M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
9 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-09-2017
- Office Locations
- 1
Office Locations
-- Iowa City IA
About Partner Wealth
Partner Wealth is a Iowa City-based RIA. The firm has been operating for 9 years. Managing $78.9M in total assets under management, with 1 advisory representatives. They custody assets with Betterment and Charles Schwab & Company.
Team overview
-- AVG AGE
$78.9M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Technology
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Owner & Executives
ROBERT CHARLES SCOTT
Chief Compliance Officer, Founder
- CRD
- #6534117
- Ownership
- 75% or more
Available
Available
Available
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E
Eric Michael Scott
--
- CRD
- #8075003
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,045,803 | -- |
| Non-Discretionary | $1,885,714 | -- |
| Total | $78,931,517 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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