Kathleen Valerie Elliott

Thepartners Wealth Management

11 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Thepartners Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

5,276 clients

Average Client Portfolio

$86K average

Assets Under Management

$454.5M

Fee Structure

Location

25 N. Main Street, Mount Clemens, MI, 48043

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Thepartners Wealth Management

March 2025 - Present · 11 mos

Trivelloni Asset Management

April 2018 - Present · 7 yrs 10 mos

Previous Registrations

Premier Estate Planners, LLC

January 2016 - April 2018 · 2 yrs 3 mos

Ljpr Financial Advisors

February 2014 - January 2016 · 1 yr 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.