Jill Trivelloni
Investment adviser representative at Thepartners Wealth Management
23 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
23 years in the industry.
- Thepartners Wealth ManagementMar 2026 to now
- Veterinary UnitedDec 2022 to Feb 2026
- UnemployedAug 2022 to Dec 2022
- Hartrick Veterinary ClinicApr 2021 to Aug 2022
- Gasow Veterinary HospitalSep 2019 to Aug 2022
- Michigan Humane Society� �grosfeld Veterinary CenterDec 2016 to Aug 2019
- Animal Clinic of Sterling HeightsAug 2003 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 8235428
- Firm CRD
- 314816