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CRD 5833378
Thepartners Wealth Management CRD 314816
$1.18B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-23 |
Branch Locations
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
6022 San Jose Blvd, Suite 100N, Jacksonville, FL 32217 • United States
200 Schulz Drive Suite 302, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-05-16 |
Branch Locations
200 Schulz Drive Suite 302, Red Bank, NJ 07701 • United States
6022 San Jose Blvd Suite 100 N, Jacksonville, FL 32217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salvus Wealth Management, Llc | Shrewsbury | NJ | 04/2016 | Present |
| Thepartners Wealth Management | Carmel By The Sea | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-28 |
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