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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-12 |
| MA | RA | APPROVED | 2026-01-07 |
| FL | RA | APPROVED | 2025-12-26 |
| TX | RA | APPROVED_RES | 2025-12-18 |
Branch Locations
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cafe Maxx | Pompano Beach | FL | 10/2003 | 09/2020 |
| Ladenburg Thalmann | Miami | FL | 02/2014 | 12/2016 |
| Tyler Broek Llc | Miami | FL | 01/2017 | Present |
| Gordon Wealth Financial Life Advisors Llc | Miami | FL | 01/2017 | Present |
| Investacorp Inc | Miami | FL | 01/2017 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 01/2017 | 07/2020 |
| Securities America, Inc. | Miami | FL | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Miami | FL | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Miami | FL | 06/2024 | 12/2025 |
| Thepartners Wealth Management | Carmel By The Sea | CA | 12/2025 | Present |
1. GORDON WEALTH INSURANCE POSITION: Representative NATURE: Life insurance, annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 2 START DATE: 06/29/2020 ADDRESS: 4400 BISCAYNE BLVD, # 14, MIAMI FL 33137-3212, United States DESCRIPTION: Sale of insurance and annuity through Florida 2-15 license 2. DBA_- Gordon Wealth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-26 |
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