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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-12 |
| OK | RA | APPROVED | 2025-05-12 |
| FL | RA | APPROVED | 2023-08-18 |
| TX | RA | APPROVED | 2023-08-09 |
Branch Locations
234 Canal Blvd Suite 2, Ponte Vedra Beach, FL 32082 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jacksonville | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 11/2016 | 01/2018 |
| Wells Fargo Advisors Financial Network, Llc | Ponte Verda Beach | FL | 01/2018 | 08/2023 |
| The Partners Wealth Management Dba Ocean Pointe Financial | Carmel By The Sea | CA | 08/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2023 | Present |
1. The Partners Wealth Management d/b/a Ocean Pointe Financial Services Group. Investment Related. At the registered location. RIA. Financial Advisor. Branch Manager. 03/25/2023. 160hrs months. 160 hours during trading. Financial Advisor - managing a book of business; retirement planning; Branch Manager - handling compliance and office issues; preparing for audits. 2. Fixed Insurance. Investment related. At the registered location. Fixed insurance. Agent. 03/25/2023. 7 hours a month. 7 hours during trading. Provide insurance advice based on the needs of the client(s). 3. PKSF. Investment related. At the registered location. Fixed insurance. Agent/ 03/25/2023. 7 hours a month. 7 hours during trading. Provide insurance advice based on the needs of client(s) 4. Coastal Collegiate Baseball League Llc, Not Inv Related, Jacksonville, Fl, 100% Ownership, Start 8/10/2020, 15 Hours Per Month, Zero During Trading, Operate A Summer College Baseball League.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-27 |
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