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Richard Wilkins

Thepartners Wealth Management

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About Richard Wilkins

Richard Wilkins is a financial advisor at ThePartners Wealth Management, an investment firm. Richard has been in the industry since 2010 and has a wide range of experience in financial planning, portfolio management, and insurance. Richard is also a licensed insurance agent and provides insurance advice to clients. Richard holds multiple licenses, including Series 6, 7, 63, 65, 24, and 51. Richard is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Richard Wilkins 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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Richard Wilkins’s Registration & Firm History

FL

04/02/2024 - Present

Thepartners Wealth Management (Ponte Verde Beach FL)

FL

08/31/2010 - 04/04/2024

PRINCIPAL SECURITIES, INC. (Ponte Vedra Beach FL)

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Licenses & Designations

IA

Issued 10/15/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/29/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2016

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 10/26/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2016

Series 7 - General Securities Representative Examination

BC

Issued 08/30/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Wilkins.
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