$234.9M Total AUM
$225.8M Disc. AUM
7.4% 3Y CAGR
3 Employees
146 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · LPL Financial
- Clients
- Retail
- Platforms
- Vector signalEagle +more
- Established Date
- 12-01-2016
- Office Locations
- 1
Office Locations
606 E Joppa Road Towson MD
About Partnership Wealth Management
Partnership Wealth Management is an independent RIA providing personal financial planning and investment management for everyday, self-made accumulators who want clear guidance and ongoing plan monitoring. Services span retirement, insurance and estate planning, college and charitable strategies, plus specialized planning for women and LGBT clients. Custodies with Charles Schwab and offers client reporting via Black Diamond.
Team overview
28 AVG AGE
$117.5M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Pathway Insight vital Signal meridian Wave
Custodian
Signal Prime timber Signal
Investment Themes
Glacier legacy Horizon value Matrix summit Matrix momentum
Investment Vehicles
Harbor
Platform
Atlas ember
Services
Optima oak Ridge Delta Vital Oak signal Prime Unison North peak Legacy Vertex Optima
Technology
Focus peak Catalyst focus Radial
Owner & Executives
ELLWOOD JOHN DERRICKS
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #3070255
- Ownership
- 75% or more
(413) 785-3370
meridian.beacon@glaciercapital.com
in linkedin.com/in/insight-bridge
Showing 1 of 1 owners & executives
Unlock allContacts
DEBORAH DOYLE
Partner
- CRD
- #6667318
(746) 475-3735
quantum.wave@embercapital.com
in linkedin.com/in/vertex-glacier
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $225,841,000 | $497,447 |
| Non-Discretionary | $9,065,000 | $292,419 |
| Total | $234,906,000 | $484,342 |
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Separately Managed Accounts
Total SMA Asset: $234,906,000
Public Funds:
13.3% Equity - Exchange:
25.7% Cash:
30.4% Other:
15.3% U.S. Government/Agency:
15.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $876,953,722 | 13.3% |
| Equity - Exchange | $1,694,564,711 | 25.7% |
| Cash | $2,004,465,650 | 30.4% |
| Other | $1,008,826,462 | 15.3% |
| U.S. Government/Agency | $1,008,826,463 | 15.3% |
| Total | $6,593,637,008 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL VECTOR ZENITH | VECTOR ZENITH | 9ZSS0P7ZZ | NBBC | 6.97% | $113,166,447 |
| TIMBER OPTIMA QUANTUM | OPTIMA MATRIX | XOVFNKKUN | JQWQ | 10.47% | $104,968,399 |
| PATHWAY DELTA | FUSION NORTH | XB48R1SYT | VNKIK | 1.19% | $2,697,351 |
| VERTEX INSIGHT OPTIMA | EAGLE SIGNAL | CDPSUXRSG | PSEAC | 11.15% | $119,086,617 |
| MOMENTUM INSIGHT CREST | OPTIMA DELTA | ZSQHFUX3E | VEBM | 3.22% | $27,592,459 |
| WAVE WAVE INSIGHT | UNISON FOUNDATION | LZ2U7LAK4 | IARR | 5.37% | $88,246,718 |
| FOCUS CATALYST CAPITAL | VERTEX OAK | OJZFHHEHL | GXNML | 12.33% | $69,493,224 |
| FOUNDATION GLACIER QUANTUM | VITAL RIDGE | ETNCCUH40 | NAYAE | 6.70% | $45,701,516 |