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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-09 |
| NJ | RA | APPROVED | 2026-06-18 |
Branch Locations
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ambre Financial | Township | NJ | 01/1999 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 04/2014 | 04/2019 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 04/2014 | 04/2019 |
| Belpointe Asset Management, Llc | Phoenix | AZ | 04/2019 | 05/2026 |
| Thepartners Wealth Management | Carmel By The Sea | CA | 06/2026 | Present |
AMBRE FINANCIAL; INVESTMENT-RELATED; 283A Route 34 Colts Neck, NJ 07722; INSURANCE BUSINESS AS PART OF A PORTFOLIO; Registered Representative; 1/1/99; 60HRS/month; 35HRS/week; SALES OF FINANCIAL PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-17 |
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