Peter John Freidel
Investment adviser representative at Thepartners Wealth Management
14 yearsExperience
2 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
14 years in the industry.
- Salvus Wealth Management, LLCApr 2026 to now
- Thepartners Wealth ManagementApr 2026 to now
- Raymond James Financial Services AdvisorsNov 2021 to Mar 2026
- Raymond James Financial Services, Inc.Aug 2021 to Mar 2026
- Bank of ColoradoJul 2020 to Mar 2026
- Full Time StudentAug 2012 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CO, FL).
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
- 7111399
- Firm CRD
- 314816