CRD: 314816
Thepartners Wealth Management
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- Custodian
- Axos · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-08-2021
- Office Locations
- 25
Office Locations
About Thepartners Wealth Management
THEPARTNERS Wealth Management provides a full-stack ecosystem for independent advisory practices, combining executive consulting, integrated technology, compliance support, marketing/design, third-party insurance solutions, succession planning, and transition/back-office training. Advisors can manage client liquid assets in-house or outsource to its investment management and research team; implementations commonly use ETFs and mutual funds. Custodians include Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GARY BRUCE GORDON
President
- CRD
- #2303217
- Ownership
- Less than 5%
CHRISTOPHER Paul LEIN
CHIEF OPERATING OFFICER
- CRD
- #1433201
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Justin Balas
Chief Investment Officer
- CRD
- #7562629
RANDALL CLIFFORD BARNES
Entrepreneur
- CRD
- #4411270
Showing 2 of 38 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,181,424,638 | $255,112 |
| Non-Discretionary | $2,575,131 | $429,189 |
| Total | $1,183,999,769 | $255,337 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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