The Partners Wealth Management, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 314816
· SEC file 801-122637
· Carmel By The Sea, CA
· www.worthfinancialsolutions.com
☆ Save with Pro
ADV data as of Jul 22, 2026
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 6,212
- Avg AUM / client
- $191K
- Accounts
- 4,637
- Employees
- 38
AUM over time
$0
$1.2B
Oct 2021
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5,495 | $529M | 44.6% |
| High net worth individuals | 430 | $550M | 46.4% |
| Pension and profit sharing plans | 230 | $84.9M | 7.17% |
| Corporations and other businesses | 57 | $21.1M | 1.78% |
People (38)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory Allan Rutherford | Chief Executive Officer / Managing Member | CFP | Mar 2021 (5y) | ≈ 56.25% – 100% via Purple Marlin Llc |
| Trevin Richard Kent | Chief Operating Officer | CFP | Jan 2023 (4y) | Less than 5% |
| Smith, Jeffrey, Andrew | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Bart P Cutino | Registered representative | Jan 2023 (4y) | ||
| Dale William Walker | Registered representative | Apr 2023 (3y) | ||
| Christopher Paul Lein | Registered representative | Aug 2023 (3y) | ||
| Matthew James Brady | Registered representative | Aug 2023 (3y) | ||
| Adam Worth | Registered representative | Aug 2024 (2y) | ||
| Daniel Adair Morris | Registered representative | Sep 2024 (2y) | ||
| Bruce J Bryce | Registered representative | Sep 2024 (2y) | ||
| Craig Ashby Connolly | Registered representative | Sep 2024 (2y) | ||
| Phillip Joseph Palmer | Registered representative | Sep 2024 (2y) | ||
| Randall Clifford Barnes | Registered representative | Sep 2024 (2y) | ||
| Tyrell Smith | Registered representative | Nov 2024 (2y) | ||
| Richard Wilkins | Registered representative | Jan 2025 (2y) | ||
| Kathleen Valerie Elliott | Registered representative | Mar 2025 (1y) | ||
| William Paul Krause | Registered representative | Chartered Financial Consultant | Mar 2025 (1y) | |
| Brad Richard Small | Registered representative | Mar 2025 (1y) | ||
| Derek Curtis Kartchner | Registered representative | Apr 2025 (1y) | ||
| Yair Y Klyman | Registered representative | Jun 2025 (1y) | ||
| Lynn Marie Bianco | Registered representative | Jun 2025 (1y) | ||
| Jaden Robert Bookser | Registered representative | Jul 2025 (1y) | ||
| Kyle J. Brady | Registered representative | Aug 2025 (1y) | ||
| Rabin Kaydanian | Registered representative | Aug 2025 (1y) | ||
| Cylynn Kauilani Sheffield | Registered representative | Nov 2025 (1y) | ||
| Lonnie Gordon Ogulnick | Registered representative | Dec 2025 (1y) | ||
| Justin Balas | Registered representative | Dec 2025 (1y) | ||
| Tyler Nicholas Broek | Registered representative | Dec 2025 (1y) | ||
| Gary Bruce Gordon | Registered representative | Feb 2026 (0y) | ||
| Jill Trivelloni | Registered representative | Mar 2026 (0y) | ||
| Robert Earl O'quinn | Registered representative | CFP | Mar 2026 (0y) | |
| Peter John Freidel | Registered representative | Apr 2026 (0y) | ||
| Robert Werner Joel | Registered representative | CFP | Apr 2026 (0y) | |
| Sonja Michelle Elia | Registered representative | Chartered Financial Consultant | Apr 2026 (0y) | |
| Antonio Bruno Trivelloni | Registered representative | Jun 2026 (0y) | ||
| Eric Lee Leibowitz | Registered representative | Jun 2026 (0y) | ||
| Eva Klaudia Malone | Registered representative | Jul 2026 (0y) | ||
| Joseph David Shalom | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Purple Marlin Llc | Member | Apr 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gregory Allan Rutherford: 75% – 100% of Purple Marlin Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 1.53 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $981M (83% of AUM) Jul 2026
- Fidelity Investments $144M (12% of AUM) Jul 2026
- National Financial Services (Fidelity) $50.7M (50% of AUM) Aug 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 22, 2026.
View current Form ADV (SEC/IAPD) ↗