Thepartners Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

314816

SEC number

801-122637

Firm type

RIA

Assets under management

$1.2B as of Jun 22, 2026

Website

www.wilkinswealthmanagement.com ↗

Phone

800-324-3010

Address

Nw Corner Ocean Avenue And Mission Street, Carmel By The Sea, CA, 93921

Advisors at this firm

35 in our index · page 1 of 1

• Randall Clifford BarnesCRD 4411270 · Tucson, AZ
  IA RegisteredRegistration inactive
• Lynn Marie BiancoCRD 2215007 · Pittsford, NY
  IA RegisteredBroker
• Kyle J. BradyCRD 7407092 · Ponte Vedra Beach, FL
  IA RegisteredRegistration inactive
• Matthew James BradyCRD 2162122 · Ponte Vedra Beach, FL
  IA RegisteredBroker
• Tyler Nicholas BroekCRD 6269078 · Boston, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Bruce J BryceCRD 4811639 · Thatcher, AZ
  IA Registered
• Justin BalasCRD 7562629 · Carmel, CA
  IA Registered
• Jaden Robert BookserCRD 7796945 · Sinking Spring, PA
  IA RegisteredRegistration inactive
• Craig Ashby ConnollyCRD 5045632 · Mesa, AZ
  IA Registered
• Bart P CutinoCRD 5397147 · Monterey, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Sonja Michelle EliaCRD 5833378 · Jacksonville, FL
  IA Registered
• Kathleen Valerie ElliottCRD 4206938 · Mount Clemens, MI
  IA Registered
• Gary Bruce GordonCRD 2303217 · Jericho, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Robert Werner JoelCRD 2049509 · Jacksonville, FL
  IA Registered
• Rabin KaydanianCRD 3195771 · Great Neck, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Trevin Richard KentCRD 6096717 · Monterey, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• William Paul KrauseCRD 837136 · Sinking Spring, PA
  IA RegisteredRegistration inactive
• Derek Curtis KartchnerCRD 8059682 · Safford, AZ
  IA Registered
• Yair Y KlymanCRD 6505002 · New York, NY
  IA RegisteredBroker
• Eric Lee LeibowitzCRD 1711752 · Freehold, NJ
  IA RegisteredRegistration inactive
• Christopher Paul LeinCRD 1433201 · Ponte Vedra Beach, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Daniel Adair MorrisCRD 6253121 · Thatcher, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Eva Klaudia MaloneCRD 8297656 · Hackensack, NJ
  IA Registered
• Lonnie Gordon OgulnickCRD 3078454 · Miami, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Phillip Joseph PalmerCRD 4129857 · Thatcher, AZ
  IA RegisteredRegistration inactive
• Gregory Allan RutherfordCRD 2459249 · Carmel By The Sea, CA
  IA Registered
  Disclosure event(s) on record
• Dustin T RichardsCRD 7816734 · Snowflake, AZ
  IA Registered
• Brad Richard SmallCRD 3173556 · Sinking Spring, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Cylynn Kauilani SheffieldCRD 7586714 · Bellingham, WA
  IA Registered
• Tyrell SmithCRD 7198179 · St Johns, AZ
  IA RegisteredRegistration inactive
• Antonio Bruno TrivelloniCRD 5636698 · Mount Clemens, MI
  IA Registered
• Jill TrivelloniCRD 8235428 · Mount Clemens, MI
  IA Registered
• Richard WilkinsCRD 5760491 · Ponte Verde Beach, FL
  IA RegisteredRegistration inactive
• Dale William WalkerCRD 6304125 · San Diego, CA
  IA RegisteredBroker
• Adam WorthCRD 4403601 · Sherman Oaks, CA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.