President · Thepartners Wealth Management
Gary B. Gordon
CRD 2303217 · Named on Form ADV at one SEC-registered adviser
At a glance
Thepartners Wealth Management, an SEC-registered wealth manager based in Carmel by the Sea, CA with $1.2 billion in regulatory assets, lists Gary B. Gordon on its Form ADV as President, a control person.
Firms and roles
- Thepartners Wealth ManagementPresidentWealth manager · Carmel by the Sea, CA · $1.2B in regulatory assets
AtlasMembers
Gary’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gregory A. RutherfordChief Executive Officer / Managing Member, Thepartners Wealth Management
- CHRISTOPHER P. LEINChief Operating Officer, Thepartners Wealth Management
- Andrew T. LucichChief Compliance Officer, Thepartners Wealth Management
- Justin BalasChief Investment Officer, Thepartners Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.