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THEPARTNERS WEALTH MANAGEMENT

CARMEL BY THE SEA, CA · CRD 314816 · IAPD ↗ · thepartnersfinancialsolutions.com · 800-324-3010

$1.18BRegulatory AUM
36Advisory reps
38Employees
0Clients
1-10Planning clients
0Private funds
25States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
September 2026 — THEPARTNERS WEALTH MANAGEMENT changed its website from oceanpointefg.com to thepartnersfinancialsolutions.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
August 2026 — THEPARTNERS WEALTH MANAGEMENT changed its website from wilkinswealthmanagement.com to oceanpointefg.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
August 2026 — THEPARTNERS WEALTH MANAGEMENT added office(s): 23 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
May 2026 — THEPARTNERS WEALTH MANAGEMENT grew from 31 to 36 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
April 2026 — THEPARTNERS WEALTH MANAGEMENT changed its website from worthfinancialsolutions.com to wilkinswealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2026 — THEPARTNERS WEALTH MANAGEMENT's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
85
April 2026 — THEPARTNERS WEALTH MANAGEMENT crossed $1B in regulatory AUM ($454.5M -> $1.18B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
February 2026 — THEPARTNERS WEALTH MANAGEMENT changed its website from trivam.com to worthfinancialsolutions.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
28
January 2026 — THEPARTNERS WEALTH MANAGEMENT changed its website from coactivewealthstrategists.com to trivam.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
January 2026 — THEPARTNERS WEALTH MANAGEMENT notice-filed in MA, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
January 2026 — THEPARTNERS WEALTH MANAGEMENT added office(s): 22 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
December 2025 — THEPARTNERS WEALTH MANAGEMENT changed its website from oceanpointefg.com to coactivewealthstrategists.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
December 2025 — THEPARTNERS WEALTH MANAGEMENT added office(s): 20 -> 22 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
August 2025 — THEPARTNERS WEALTH MANAGEMENT changed its website from twsfinancialplanning.com to oceanpointefg.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
August 2025 — THEPARTNERS WEALTH MANAGEMENT notice-filed in CT, ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
August 2025 — THEPARTNERS WEALTH MANAGEMENT added office(s): 18 -> 20 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
August 2025 — THEPARTNERS WEALTH MANAGEMENT grew from 22 to 29 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
July 2025 — THEPARTNERS WEALTH MANAGEMENT added office(s): 17 -> 18 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
June 2025 — THEPARTNERS WEALTH MANAGEMENT notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2025 — THEPARTNERS WEALTH MANAGEMENT notice-filed in NJ, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2025 — THEPARTNERS WEALTH MANAGEMENT changed its website from wilkinswealthmgmt.com to twsfinancialplanning.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2025 — THEPARTNERS WEALTH MANAGEMENT notice-filed in DE, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — THEPARTNERS WEALTH MANAGEMENT added office(s): 12 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2025 — THEPARTNERS WEALTH MANAGEMENT reported RAUM up 163% ($172.5M -> $454.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
April 2025 — THEPARTNERS WEALTH MANAGEMENT grew from 7 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
March 2025 — THEPARTNERS WEALTH MANAGEMENT changed its website from oceanpointefg.com to wilkinswealthmgmt.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
March 2025 — THEPARTNERS WEALTH MANAGEMENT notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
February 2025 — THEPARTNERS WEALTH MANAGEMENT changed its website from wilkinswealthmanagement.com to oceanpointefg.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
44
February 2025 — THEPARTNERS WEALTH MANAGEMENT notice-filed in MI, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2025 — THEPARTNERS WEALTH MANAGEMENT moved its main office from MONTEREY, CA to CARMEL BY THE SEA, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
February 2025 — THEPARTNERS WEALTH MANAGEMENT added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
January 2025 — THEPARTNERS WEALTH MANAGEMENT changed its website from worthfinancialsolutions.com to wilkinswealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
January 2025 — THEPARTNERS WEALTH MANAGEMENT added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
November 2024 — THEPARTNERS WEALTH MANAGEMENT changed its website from centralcoastfm.com to worthfinancialsolutions.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
44
November 2024 — THEPARTNERS WEALTH MANAGEMENT notice-filed in NM, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
October 2024 — THEPARTNERS WEALTH MANAGEMENT notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
October 2024 — THEPARTNERS WEALTH MANAGEMENT added office(s): 6 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
September 2024 — THEPARTNERS WEALTH MANAGEMENT notice-filed in AZ, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
September 2024 — THEPARTNERS WEALTH MANAGEMENT added office(s): 3 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
May 2024 — THEPARTNERS WEALTH MANAGEMENT began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
50
April 2024 — THEPARTNERS WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
April 2024 — THEPARTNERS WEALTH MANAGEMENT reported RAUM up 71% ($100.7M -> $172.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
April 2024 — THEPARTNERS WEALTH MANAGEMENT grew from 3 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.