Cylynn Kauilani Sheffield
Investment adviser representative at Thepartners Wealth Management
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Thepartners Wealth ManagementAug 2025 to now
- Tw Smith Planning and InvestmentsJun 2022 to now
- Copytalk Business ServicesNov 2022 to Feb 2023
- UnemployedMay 2018 to Nov 2022
- Electrical Connections, Inc.Apr 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7586714
- Firm CRD
- 314816