Partnership Wealth Management logo

Partnership Wealth Management

Updated today
Find your advisor

Client assets under management

$234,906,000

Clients

139

45% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

70

High

Average account size

$1,689,971

About

Partnership Wealth Management is an SEC-registered independent investment adviser that serves individuals (including high-net-worth and non-HNW clients), trusts, estates, charitable organizations, and business entities. The firm delivers fee-based discretionary portfolio management and financial planning, tailoring services to client objectives and permitting client-imposed investment restrictions.

The firm practices custom portfolio management using fundamental, technical, and cyclical analysis and may employ long- and short-term strategies, margin, options, derivatives, and a broad range of investment vehicles (including mutual funds, ETFs, non-traded REITs, BDCs and alternative strategy funds). Accounts are monitored on an ongoing basis, clients receive written reports at least quarterly, and financial plans are prepared and updated upon request.

Compared with many peers, PWM sponsors and serves as the portfolio manager for a wrap-fee program through its custodian and distributes a free monthly newsletter to clients and prospective clients. The firm also discloses that some of its investment adviser representatives are licensed insurance agents and may receive separate commissions for insurance product sales, a potential conflict of interest the brochure describes.

Client services

Financial planning Portfolio management Newsletters or periodicals

Expertise

Options & derivatives strategies Real estate investing Private / alternative investments Active portfolio management

Fee options

Fixed

Fixed fees for comprehensive financial planning services ranging from $1,000 to $7,500 one-time; ongoing fees $400 - $1,750 per quarter

Percentage

$0 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.50% annually

Project-based

$125 - $500 per hour depending on complexity and staff seniority

Other

Fee-only: Fixed fees for financial planning services ranging from $1,000 to $7,500 (one-time); ongoing financial planning fees from $400 to $1,750 per quarter; hourly rates from $125 to $500 per hour

Main office location

Partnership Wealth Management

606 E Joppa Road

Towson MD 21286, United States

Number of offices

1

Most active in

More info

Arizona · California · Delaware · District of Columbia · Florida · Maryland · New York · Pennsylvania · Texas · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook X Instagram YouTube Website (410) 732-2633

Advisors at this firm

Scroll left Scroll right
user avatar

Ellwood D

CFP®, Series 63, Series 65

Towson, MD

Partnership Wealth Management

Ellwood Derricks is a CFP® with 27 years of experience in the financial services industry. He has been with Partnership Wealth Management since 2016 and previously worked at LPL Financial from 2005 to 2016. Derricks is president of the board for Paws for a Cause, a nonprofit he founded to support other animal charities in the area. Partnership Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages a diverse range of securities with tailored portfolios using fundamental, technical, and cyclical analysis, and also offers standalone financial planning and a wrap-fee program.

Options & derivatives strategies Real estate investing Private / alternative investments Active portfolio management
user avatar

Deborah D

Series 65

Towson, MD

Partnership Wealth Management

Deborah Doyle is a financial advisor at Partnership Wealth Management with eight years of industry experience. She holds a Series 65 designation and has been with Partnership Wealth Management since 2016. Prior to this, she worked at Loyola University of Maryland from 2013 to 2017. Partnership Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages a diverse range of securities using fundamental, technical, and cyclical analysis, and offers both discretionary portfolio management and standalone financial planning.

Options & derivatives strategies Real estate investing Private / alternative investments Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")