SourcingSourcing

PARTNERSHIP WEALTH MANAGEMENT, LLC

C49
CRD 285718·SEC 801-121083·TOWSON, MD
AUM
$234.9M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$705K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARTNERSHIP WEALTH MANAGEMENT, LLC
CRD
285718
SEC file #
801-121083
EIN
510552488
DBA names
Partnership Wealth Management

Economics

AUM
$234.9M
AUM band
$100M-$500M
AUM trajectory
'22'26
$173.2M → $234.9M▲ +36%
Client mix
Individuals Other77
Individuals High Net Worth62

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
3 advisors → 2 advisors▼ -33%
Primary office
TOWSON MD
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
linkedin.com/in/deborahdoylelum(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DERRICKS, ELLWOOD, JOHN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DERRICKS, ELLWOOD, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
5,838
Form 5500 Compensation Trajectory 3y
20255,838
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
5,838
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002010656
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2024-02-07
Edgar Last Filing Date
2026-04-08
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-08
Accession0002010656-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
606 E JOPPA ROADTOWSON, MD 21286
Business
606 E JOPPA ROADTOWSON, MD 21286
Edgar EIN
510552488
Edgar Recent Filings
13F-HR2026-04-08 · 0002010656-26-000003
13F-HR2026-01-09 · 0002010656-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
3070255
Trust Company Affiliate
No

People (2)

2
DERRICKS, ELLWOOD, JOHN
IAR · Direct Owner · 87.5%
3070255
DEBORAH DOYLE
IAR
6667318