Derek Curtis Kartchner

Employer firm

Thepartners Wealth Management CRD 314816

$1.18B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• TAMP PROGRAM/MODEL MANAGER/SUB ADVISOR

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → Present
  Gila Insurance Group, Llc
  Safford, AZ
• 04/2025 → Present
  Thepartners Wealth Management
  Carmel-By-The-Sea, CA

Other Businesses

1.Gila Insurance Group LLC - Non-investment related - 805 W Court ST S Safford, AZ 85546 - Insurance Agency - President and Managing Member - 01/2016 - 200hrs/month - 200 hrs/month - Owner, Insurance Producer. 2.Gila Valley Financial Center LLC- Investment-related - 602 S 8th St Safford, AZ 85546 - Real estate - 02/07/2017 - 1hr/month - 0hr/month - Collect Rent, Pay Taxes, get people to perform Maintenance. 3.Gunstock Valley Venture LLC - Non-investment related - 4749 W Central Rd Central AZ 85531 - Property Management for Gila Insurance Group LLC - Managing member - Performs basic maintenance for Gila Insurance Group LLC (Janitorial and Maintenance) - 02/23/2009 - 1hr/month - 0hr/month - Maintenance. 4.ASH CREEK FINANCIAL ADVISORS; INVESMENT-RELATED; 805 W Court ST S Safford, AZ 85546; DBA of ThePartners Wealth Management; Investment Adviser Representative; DBA; April 3, 2025; 8hrs/day; 8hrs/day; Ash Creek Financial Advisors is a DBA used to provide investment advisory services under registration with ThePARTNERS Wealth Management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-22