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George Gadzik

Thepartners Wealth Management

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About George Gadzik

George Gadzik is an investment advisor representative with ThePARTNERS Wealth Management. George has been in the financial industry since 2013 and is currently registered with the state of Colorado. George holds a Series 65 license and is also registered as an Investment Advisor Representative in Arizona. George has experience working with individuals, corporations, pension plans and other clients. George's specializations include Financial Planning, Portfolio Management, and Retirement Planning.

Firm Information

George Gadzik is currently registered with Thepartners Wealth Management. Thepartners Wealth Management is a financial advisory firm based in Monterey, California. The firm provides financial planning, portfolio management, and selection of other advisers. They serve individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. They manage approximately $172.5 million in assets.
Thepartners Wealth Management

299 WEBSTER STREET

MONTEREY, CA 93940

$172.53M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tamp program/model manager/sub advisor

Tamp program/model manager/sub advisor

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Gadzik’s Registration & Firm History

CA

09/16/2024 - Present

Thepartners Wealth Management (CARMEL BY THE SEA CA)

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Licenses & Designations

IA

Issued 10/03/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Gadzik.
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