Ellwood John Derricks
Investment adviser representative at Partnership Wealth Management
11 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$234.9MFirm assets
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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
Experience
11 years in the industry.
- Partnership Wealth ManagementDec 2016 to now
- Partnership Wealth Managment, LLCNov 2016 to now
- Financial Advocates Investment ManagementAug 2016 to Nov 2016
- LPL Financial, LLCSep 2005 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 6 states (CA, DC, FL, MD, TX, VA).
Partnership Wealth Management
Legal name: Partnership Wealth Management, LLC
$234.9MAssets managed
139Clients
2Advisers
5 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
- 3070255
- Firm CRD
- 285718