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ThePartners Wealth Management LLC

EST. AUM
$1,183,999,769

CONTACTS

CLIENT ACCOUNTS
4,637

Firm Details

Metro area San Francisco
CRD Number 314816
Website thepartnerswm.com
Client types

Overview

ThePARTNERS is a registered investment advisor based in Carmel-By-The-Sea, California, offering a full-stack wealth management ecosystem for independent advisors and RIAs. Founded by Greg Rutherford, the firm aims to break the traditional mold of large financial institutions by providing an integrated platform of services and technology designed to serve as a permanent, long-term home for affiliated advisors.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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