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Adam Daniel Toor
Thepartners Wealth Management
5 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Education Planning
Financial 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
Investment Management
Planning
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Location
Nw Corner Ocean Avenue and Mission Street, Second Level, Carmel By the Sea, CA, 93921
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Employment Separation After Allegations
November 2023
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Thepartners Wealth Management
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Commonwealth Financial Network
May 2023 - November 2023 · 6 mos
Commonwealth Financial Network
Broker
May 2023 - November 2023 · 6 mos
LPL Financial LLC
August 2022 - May 2023 · 9 mos
LPL Financial LLC
Broker
December 2021 - May 2023 · 1 yr 5 mos
Paychex Securities Corporation
Broker
September 2019 - November 2021 · 2 yrs 2 mos
State Registrations
1 state
AZ
Advisor
Exams
No exam information available for this advisor.