Partners Wealth Management
Financial Services • 
Naperville, Illinois, United States • 11-20 Employees
Company overview
| Headquarters | 1700 Park Street, Suite 200, Naperville, IL 60563, US |
| Phone number | +18002652651 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Wealth Management, Personal Planning, Business Planning, Investment Management |
| Founded | 1991 |
| Employees | 11-20 |
| Socials |
Key Contacts at Partners Wealth Management
Davis Green
Director Of Strategy
Frank Bonfiglio
Chief Operating Officer & Director Of Client Services
Joe Bonfiglio
Director Of Operations
Partners Wealth Management Email Formats
Partners Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@partnerswealth.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@partnerswealth.com | 75% |
{first name} | john@partnerswealth.com | 25% |
About Partners Wealth Management
Partners Wealth Management, Inc. (PWM) is an independent wealth services firm specializing in the needs of affluent families, institutions, and businesses. We are dedicated to servicing clients by providing comprehensive, integrated planning, and investment services. We help you invest and protect your assets and assist in managing your financial needs. Services: - Wealth Management - Financial Planning - Tax Optimization - Legacy Planning - Risk Management - Corporate Services Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Partners Wealth Management is a member firm of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of Kestra IS and Kestra AS are not affiliated with Partners Wealth Management of NFPISI. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-553-7872.
Partners Wealth Management revenue & valuation
| Annual revenue | $6,205,442 |
| Revenue per employee | $518,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $19,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Partners Wealth Management has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Partners Wealth Management has never raised funding before.
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