SourcingSourcing

THE PARTNERS WEALTH MANAGEMENT, LLC

C28
CRD 314816·SEC 801-122637·CARMEL BY THE SEA, CA
AUM
$1.18B
$1B+
Est. Revenue
$11.8M
@ 1% on AUM
Est. EBITDA
$3.6M
@ 30% margin
Est. Deal Value
$28.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE PARTNERS WEALTH MANAGEMENT, LLC
CRD
314816
SEC file #
801-122637
EIN
—
DBA names
Thepartners Wealth Management

Economics

AUM
$1.18B
AUM band
$1B+
AUM trajectory
'25'26
$454.5M → $1.18B▲ +160%
Client mix
Individuals Other5,495
Individuals High Net Worth430
Pension Profit Sharing Plans230
Corporations57

Operations

Employees (total)
39
Advisory staff (per ADV)
36
Advisory staff (5-yr trend)
'22'26
2 advisors → 36 advisors▲ +1700%
Primary office
CARMEL BY THE SEA CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/07/2026
ADV-W filed at
—
Website
wilkinswealthmanagement.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PURPLE MARLIN LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
PURPLE MARLIN LLC
GORDON, GARY, BRUCE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WILKINSWEALTHMANAGEMENT.COM
Rdap Domain Creation Date
2024-08-12T13:43:18Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
36
Bc Firm IAR Count
36
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Lpl Financial1
Firm Has Custody
No
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2027-08-12T13:43:18Z
Rdap Domain Last Changed
2024-08-12T13:43:19Z
Rdap Nameservers
Ns05.domaincontrol.comNs06.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (37)

37
RUTHERFORD, GREGORY, ALLAN
IAR · Executive Officer · 2.5%
2459249
GORDON, GARY, BRUCE
IAR · Executive Officer · 2.5%
2303217
LEIN, CHRISTOPHER, Paul
IAR · Executive Officer · 2.5%
1433201
JEFFREY ANDREW SMITH
Executive Officer · 2.5%
4926961
WILLIAM PAUL KRAUSE
IAR
837136
Jaden Robert Bookser
IAR
7796945
Cylynn Kauilani Sheffield
IAR
7586714
Adam Worth
IAR
4403601
ANTONIO BRUNO TRIVELLONI
IAR
5636698
KATHLEEN VALERIE ELLIOTT
IAR
4206938
Ryan Douglas Preiss
IAR
6654122
TYLER NICHOLAS BROEK
IAR
6269078
BART P CUTINO
IAR
5397147
TREVIN RICHARD KENT
IAR
6096717
BRAD RICHARD SMALL
IAR
3173556
Jill Trivelloni
IAR
8235428
LONNIE GORDON OGULNICK
IAR
3078454
Derek Curtis Kartchner
IAR
8059682
Dustin T Richards
IAR
7816734
ELIA, SONJA, MICHELLE
IAR
5833378
BRUCE J BRYCE
IAR
4811639
PHILLIP JOSEPH PALMER
IAR
4129857
DANIEL ADAIR MORRIS
IAR
6253121
ROBERT EARL O'QUINN
IAR
6074316
JOEL, ROBERT, WERNER
IAR
2049509
Dale William Walker
IAR
6304125
RANDALL CLIFFORD BARNES
IAR
4411270
Yair Y Klyman
IAR
6505002
CRAIG ASHBY CONNOLLY
IAR
5045632
MATTHEW JAMES BRADY
IAR
2162122
KYLE J. BRADY
IAR
7407092
Tyrell Smith
IAR
7198179
Peter John Freidel
IAR
7111399
LYNN MARIE BIANCO
IAR
2215007
RABIN KAYDANIAN
IAR
3195771
RICHARD WILKINS
IAR
5760491
Justin Balas
IAR
7562629