PARTNERSHIP WEALTH MANAGEMENT
PARTNERSHIP WEALTH MANAGEMENT, LLC Legal Name
Adviser information for PARTNERSHIP WEALTH MANAGEMENT last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maryland, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 449 | $183.4M |
| Non-Discretionary | 35 | $6.0M |
| Total | 484 | $189.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 78 | $21.3M |
| HNW Individuals | 64 | $168.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 6 |
| No. of Non-U.S. Clients | 2 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 181.7M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| PARTNERSHIP WEALTH MANAGEMENT WRAP FEE BROCHURE | PARTNERSHIP WEALTH MANAGEMENT |
Principal Office
606 E JOPPA ROADTOWSON
MD
United States
Monday - Friday, 9AM-5PM
Tel: (410) 732-2633, Fax: (410) 732-2634
Websites
www.linkedin.com/in/deborahdoylelum/
www.linkedin.com/in/tim-hai-partnershipwm/
www.linkedin.com/in/woodyderricks/
www.youtube.com/channel/partnershipwm
www.instagram.com/partnershipwm/
www.linkedin.com/in/kate-julian-45a36529/
www.facebook.com/partnershipwm
www.linkedin.com/company/6646568
www.partnershipwm.com
twitter.com/patnershipwm
www.youtube.com/user/partnershipwm
www.belleroscm.com
Chief Compliance Officer
ELLWOOD J. DERRICKS
PRESIDENT
606 E JOPPA ROAD
TOWSON
MD
United States
Tel:
(410) 732-2633
Fax:
(410) 732-2634
W****@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DERRICKS, ELLWOOD, JOHN | Individual | – | PRESIDENT / CCO | 09/2005 | > 75% |
| HAI, SAMRANG VATTANA | Individual | – | OWNER | 04/2021 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 3rd, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AMAZON COM INC COM | Stock | 147K | 760 | – |
| PARAMOUNT GLOBAL CLASS B COM | Stock | 9K | 827 | – |
| INVESCO QQQ TRUST SERIES I | ETF | 134K | 280 | – |
| STARBUCKS CORP COM | Stock | 9K | 119 | – |
| MONSTER BEVERAGE CORP NEW COM | Stock | 14K | 280 | – |
| JOHNSON & JOHNSON COM | Stock | 1M | 10K | – |
| WASTE MGMT INC DEL COM | Stock | 19K | 88 | – |
| COSTCO WHSL CORP NEW COM | Stock | 20K | 23 | – |
| FIRST TRUST HEALTH CARE ALPHADEX FUND | ETF | 81K | 779 | – |
| PROCTER AND GAMBLE CO COM | Stock | 1M | 7K | – |
| COCA COLA CO COM | Stock | 267K | 4K | – |
| GENERAL MLS INC COM | Stock | 380K | 6K | – |
| PPG INDS INC COM | Stock | 1M | 10K | – |
| UNITED PARCEL SERVICE INC CL B | Stock | 13K | 92 | – |
| BIOGEN INC COM | Stock | 134K | 580 | – |
| CARNIVAL CORP PAIRED CTF | Stock | 76K | 4K | – |
| INTEL CORP COM | Stock | 1M | 45K | – |
| RELIANCE INC COM | Stock | 43K | 150 | – |
| BOSTON BEER INC CL A | Stock | 347K | 1K | – |
| MEDTRONIC PLC SHS | Stock | 1M | 16K | – |
| CLOROX CO DEL COM | Stock | 123K | 900 | – |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 41K | 104 | – |
| PAYCHEX INC COM | Stock | 17K | 147 | – |
| AFFILIATED MANAGERS GROUP INC COM | Stock | 167K | 1K | – |
| ADVANCE AUTO PARTS INC COM | Stock | 1M | 23K | – |
| LAUDER ESTEE COS INC CL A | Stock | 1M | 11K | – |
| MERCK & CO INC COM | Stock | 248K | 2K | – |
| SPDR S&P 500 ETF TRUST | ETF | 601K | 1K | – |
| MCKESSON CORP COM | Stock | 47K | 80 | – |
| MASTERCARD INCORPORATED CL A | Stock | 3K | 7 | – |
| EMERSON ELEC CO COM | Stock | 903K | 8K | – |
| ADIENT PLC ORD SHS | Stock | 31K | 1K | – |
| ALLSTATE CORP COM | Stock | 89K | 556 | – |
| MATTEL INC COM | Stock | 28K | 2K | – |
| VERTEX PHARMACEUTICALS INC COM | Stock | 543K | 1K | – |
| CORNING INC COM | Stock | 253K | 7K | – |
| VERIZON COMMUNICATIONS INC COM | Stock | 307K | 7K | – |
| PENN ENTERTAINMENT INC COM | Stock | 58 | 3 | – |
| FEDEX CORP COM | Stock | 630K | 2K | – |
| PEPSICO INC COM | Stock | 2M | 12K | – |
| KIMBERLY-CLARK CORP COM | Stock | 346K | 3K | – |
| HONEYWELL INTL INC COM | Stock | 4K | 20 | – |
| TRANE TECHNOLOGIES PLC SHS | Stock | 2M | 5K | – |
| INGERSOLL RAND INC COM | Stock | 435K | 5K | – |
| HOME DEPOT INC COM | Stock | 188K | 545 | – |
| BAXTER INTL INC COM | Stock | 20K | 589 | – |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 488K | 2K | – |
| FIRST TRUST LARGE CAP CORE ALPHADEX FUND | ETF | 57K | 584 | – |
| CENCORA INC COM | Stock | 811K | 4K | – |
| BECTON DICKINSON & CO COM | Stock | 80K | 344 | – |
| CHILDRENS PL INC NEW COM | Stock | 58K | 7K | – |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 12M | 32K | – |
| UGI CORP NEW COM | Stock | 155K | 7K | – |
| ISHARES CORE S&P SMALL CAP ETF | ETF | 3M | 29K | – |
| SEMTECH CORP COM | Stock | 461K | 15K | – |
| EXELON CORP COM | Stock | 466K | 13K | – |
| ALPHABET INC CAP STK CL A | Stock | 104K | 570 | – |
| CSX CORP COM | Stock | 10K | 300 | – |
| MICROSOFT CORP COM | Stock | 4M | 9K | – |
| DOCUSIGN INC COM | Stock | 8K | 150 | – |
| CVS HEALTH CORP COM | Stock | 52K | 876 | – |
| BJS WHSL CLUB HLDGS INC COM | Stock | 9K | 100 | – |
| MASCO CORP COM | Stock | 333K | 5K | – |
| V F CORP COM | Stock | 2M | 127K | – |
| BOEING CO COM | Stock | 16K | 88 | – |
| COPART INC COM | Stock | 20K | 362 | – |
| VANGUARD SMALL-CAP ETF | ETF | 322K | 1K | – |
| VANGUARD MID-CAP ETF | ETF | 99K | 409 | – |
| NEXTERA ENERGY INC COM | Stock | 566K | 8K | – |
| TESLA INC COM | Stock | 93K | 468 | – |
| NORFOLK SOUTHN CORP COM | Stock | 2M | 8K | – |
| BIG LOTS INC COM | Stock | 33K | 19K | – |
| STANLEY BLACK & DECKER INC COM | Stock | 11K | 135 | – |
| DOW INC COM | Stock | 13K | 249 | – |
| LYFT INC CL A COM | Stock | 6K | 400 | – |
| HANESBRANDS INC COM | Stock | 2M | 427K | – |
| ILLUMINA INC COM | Stock | 1M | 14K | – |
| INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 6M | 36K | – |
| ELI LILLY & CO COM | Stock | 21M | 23K | – |
| HASBRO INC COM | Stock | 264K | 5K | – |
| AIR PRODS & CHEMS INC COM | Stock | 516K | 2K | – |
| NOV INC COM | Stock | 1M | 54K | – |
| FRESENIUS MEDICAL CARE AG SPONSORED ADR | ADR | 79K | 4K | – |
| ISHARES RUSSELL 2000 ETF | ETF | 64K | 315 | – |
| DUKE ENERGY CORP NEW COM NEW | Stock | 262K | 3K | – |
| INCYTE CORP COM | Stock | 239K | 4K | – |
| CARRIER GLOBAL CORPORATION COM | Stock | 159K | 3K | – |
| RPC INC COM | Stock | 919K | 147K | – |
| SYSCO CORP COM | Stock | 357K | 5K | – |
| ENTERGY CORP NEW COM | Stock | 193K | 2K | – |
| QUANTUMSCAPE CORP COM CL A | Stock | 4K | 790 | – |
| VONTIER CORPORATION COM | Stock | 206K | 5K | – |
| REGENERON PHARMACEUTICALS COM | Stock | 24K | 23 | – |
| SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY | Money Market Fund | 2M | 2M | – |
| CLENE INC COMMON STOCK | Stock | 13K | 38K | – |
| VISA INC COM CL A | Stock | 12K | 44 | – |
| PROSHARES ULTRASHORT REAL ESTATE | ETF | 545 | 36 | – |
| IMAX CORP COM | Stock | 182K | 11K | – |
| BATH & BODY WORKS INC COM | Stock | 322K | 8K | – |
| PROTO LABS INC COM | Stock | 1M | 42K | – |
| KELLANOVA COM | Stock | 363K | 6K | – |
| ENPHASE ENERGY INC COM | Stock | 154K | 2K | – |
| PHILLIPS 66 COM | Stock | 78K | 550 | – |
| CONSTELLATION ENERGY CORP COM | Stock | 899K | 4K | – |
| META PLATFORMS INC CL A | Stock | 551K | 1K | – |
| FIVE BELOW INC COM | Stock | 34K | 315 | – |
| MONDELEZ INTL INC CL A | Stock | 94K | 1K | – |
| DIAMONDBACK ENERGY INC COM | Stock | 2M | 11K | – |
| CANADIAN PACIFIC KANSAS CITY COM | Stock | 51K | 642 | – |
| MOHAWK INDS INC COM | Stock | 594K | 5K | – |
| NVIDIA CORPORATION COM | Stock | 2M | 14K | – |
| ABBVIE INC COM | Stock | 403K | 2K | – |
| APOGEE ENTERPRISES INC COM | Stock | 136K | 2K | – |
| INVESCO S&P 500 QUALITY ETF | ETF | 101K | 2K | – |
| POLARIS INC COM | Stock | 160K | 2K | – |
| QUALCOMM INC COM | Stock | 66K | 330 | – |
| DISCOVER FINL SVCS COM | Stock | 31K | 234 | – |
| WK KELLOGG CO COM SHS | Stock | 26K | 2K | – |
| MCDONALDS CORP COM | Stock | 794K | 3K | – |
| NORDSTROM INC COM | Stock | 2M | 77K | – |
| CISCO SYS INC COM | Stock | 461K | 10K | – |
| FOSSIL GROUP INC COM | Stock | 64K | 45K | – |
| AT&T INC COM | Stock | 475K | 25K | – |
| SOLVENTUM CORP COM SHS | Stock | 26K | 500 | – |
| FOX FACTORY HLDG CORP COM | Stock | 920K | 19K | – |
| ISHARES BIOTECHNOLOGY ETF | ETF | 18K | 130 | – |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | ETF | 85K | 884 | – |
| FIDELITY MSCI HEALTH CARE INDEX ETF | ETF | 240K | 4K | – |
| SPDR PORTFOLIO S&P 600 SMALL CAP ETF | ETF | 48K | 1K | – |
| ALLEGION PLC ORD SHS | Stock | 213K | 2K | – |
| HILLTOP HOLDINGS INC COM | Stock | 10K | 332 | – |
| UNION PAC CORP COM | Stock | 17K | 75 | – |
| ECOLAB INC COM | Stock | 167K | 700 | – |
| MCCORMICK & CO INC COM NON VTG | Stock | 568K | 8K | – |
| SLEEP NUMBER CORP COM | Stock | 8K | 880 | – |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 66K | 119 | – |
| LOCKHEED MARTIN CORP COM | Stock | 47K | 100 | – |
| AMERICAN WOODMARK CORPORATION COM | Stock | 81K | 1K | – |
| JPMORGAN CHASE & CO. COM | Stock | 42K | 207 | – |
| SPDR PORTFOLIO EMERGING MARKETS ETF | ETF | 267K | 7K | – |
| UNITED STATES NATURAL GAS FUND LP | ETF | 70 | 4 | – |
| CHEVRON CORP NEW COM | Stock | 923K | 6K | – |
| ALBEMARLE CORP COM | Stock | 382K | 4K | – |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 11K | 218 | – |
| CAMPBELL SOUP CO COM | Stock | 235K | 5K | – |
| BANK AMERICA CORP COM | Stock | 9K | 233 | – |
| SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | ETF | 302K | 5K | – |
| WALMART INC COM | Stock | 37K | 546 | – |
| RTX CORPORATION COM | Stock | 274K | 3K | – |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | 4K | 100 | – |
| TEXAS INSTRS INC COM | Stock | 124K | 638 | – |
| TARGET CORP COM | Stock | 43K | 291 | – |
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | ETF | 54K | 950 | – |
| PFIZER INC COM | Stock | 824K | 29K | – |
| MORGAN STANLEY COM NEW | Stock | 45K | 468 | – |
| 3M CO COM | Stock | 204K | 2K | – |
| HP INC COM | Stock | 224K | 6K | – |
| CATERPILLAR INC COM | Stock | 29K | 88 | – |
| BAKER HUGHES COMPANY CL A | Stock | 18K | 500 | – |
| ALPHABET INC CAP STK CL C | Stock | 33K | 180 | – |
| AMERICAN EXPRESS CO COM | Stock | 579K | 3K | – |
| AMGEN INC COM | Stock | 16K | 50 | – |
| OTIS WORLDWIDE CORP COM | Stock | 1K | 12 | – |
| SABRE CORP COM | Stock | 28K | 10K | – |
| DRIL-QUIP INC COM | Stock | 398K | 21K | – |
| CANADIAN NATL RY CO COM | Stock | 62K | 525 | – |
| TENARIS S A SPONSORED ADS | ADR | 242K | 8K | – |
| ISHARES MSCI EAFE SMALL-CAP ETF | ETF | 395K | 6K | – |
| ISHARES CORE DIVIDEND GROWTH ETF | ETF | 15K | 264 | – |
| SPDR PORTFOLIO S&P 500 ETF | ETF | 160K | 3K | – |
| ISHARES S&P MID-CAP 400 GROWTH ETF | ETF | 35K | 392 | – |
| ISHARES S&P MID-CAP 400 VALUE ETF | ETF | 29K | 252 | – |
| IPG PHOTONICS CORP COM | Stock | 1M | 13K | – |
| BORGWARNER INC COM | Stock | 13K | 390 | – |
| CORE LABORATORIES INC COM | Stock | 2M | 78K | – |
| DELTA AIR LINES INC DEL COM NEW | Stock | 157K | 3K | – |
| FLUOR CORP NEW COM | Stock | 1M | 26K | – |
| GATX CORP COM | Stock | 13K | 100 | – |
| SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | 150K | 2K | – |
| LAM RESEARCH CORP COM | Stock | 43K | 40 | – |
| BUCKLE INC COM | Stock | 194K | 5K | – |
| FIRST TRUST WATER ETF | ETF | 155K | 2K | – |
| SPDR PORTFOLIO S&P 500 VALUE ETF | ETF | 11M | 219K | – |
| BOWFLEX INC COM | Stock | 19 | 9K | – |
| PHILIP MORRIS INTL INC COM | Stock | 142K | 1K | – |
| ISHARES GLOBAL INFRASTRUCTURE ETF | ETF | 80K | 2K | – |
| UPBOUND GROUP INC COM | Stock | 372K | 12K | – |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 2M | 37K | – |
| ALTRIA GROUP INC COM | Stock | 62K | 1K | – |
| EXXON MOBIL CORP COM | Stock | 52K | 450 | – |
| UNITEDHEALTH GROUP INC COM | Stock | 11K | 22 | – |
| PRICE T ROWE GROUP INC COM | Stock | 1M | 13K | – |
| LOWES COS INC COM | Stock | 220K | 1K | – |
| SOLAREDGE TECHNOLOGIES INC COM | Stock | 4K | 155 | – |
| SOUTHWEST AIRLS CO COM | Stock | 92K | 3K | – |
| COLGATE PALMOLIVE CO COM | Stock | 2M | 17K | – |
| NOVO-NORDISK A S ADR | ADR | 1M | 10K | – |
| SAP SE SPON ADR | ADR | 14K | 70 | – |
| WESTROCK CO COM | Stock | 56K | 1K | – |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | ETF | 46K | 823 | – |
| SCHWAB CHARLES CORP COM | Stock | 48K | 650 | – |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 771K | 22K | – |
| OLLIES BARGAIN OUTLET HLDGS IN COM | Stock | 63K | 645 | – |
| STRATEGIC ED INC COM | Stock | 1M | 10K | – |
| ISHARES CORE S&P MID-CAP ETF | ETF | 3M | 60K | – |
| ISHARES MSCI EAFE ETF | ETF | 98K | 1K | – |
| APPLE INC COM | Stock | 1M | 5K | – |
| WEC ENERGY GROUP INC COM | Stock | 384K | 5K | – |
| ABBOTT LABS COM | Stock | 2M | 15K | – |
| DISNEY WALT CO COM | Stock | 34K | 340 | – |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | 30K | 171 | – |