Christopher Paul Lein
Investment adviser representative at Thepartners Wealth Management
17 yearsExperience
4 statesRegistered in
$1.2BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Thepartners Wealth ManagementAug 2023 to now
- Purshe Kaplan Sterling InvestmentsAug 2023 to now
- The Partners Wealth Management dba Ocean Pointe FinancialAug 2023 to now
- Wells Fargo Advisors Financial Network, LLCJan 2018 to Aug 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2018
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 4 states (FL, NY, OK, TX).
Thepartners Wealth Management
Legal name: The Partners Wealth Management, LLC
$1.2BAssets managed
6,212Clients
35Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1433201
- Firm CRD
- 314816