Richard
Wilkins
Thepartners Wealth Management
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About this Advisor
Richard Wilkins is a financial advisor based in Ponte Vedra Beach, Florida, working with Thepartners Wealth Management. Richard has previously held positions at Principal Life Ins Co, Principal Securities, Thepartners Wealth Management Dba Ocean Pointe Financial Group, and Purshe Kaplan Sterling Investments. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Richard is part of Thepartners Wealth Management, which operates out of Ponte Vedra Beach, Florida. The firm has 3 offices and 7 employees. The firm manages assets totaling $172.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Thepartners Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Thepartners Wealth Management Brokerage Details
$172,525,504
7
565
$305,355
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Richard Wilkins Work History
Thepartners Wealth Management Dba Ocean Pointe Financial Group
Purshe Kaplan Sterling Investments
Principal Life Ins Co
Principal Securities
Disclosures
Please visit the SEC profile of Richard Wilkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Thepartners Wealth Management
Monterey, CA
Monterey, CA
Monterey, CA
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Monterey, CA
San Diego, CA
Monterey, CA
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