TrueAdvisor
TrueAdvisor
GR
CFP
GR
CFP

Gregory Allan Rutherford

Thepartners Wealth Management
14 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Thepartners Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
5,276 clients
Average Client Portfolio
$86K average
Assets Under Management
$454.5M

Fee Structure

Location

Nw Corner Ocean Avenue and Mission Street, Second Level, Carmel By the Sea, CA, 93921

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History

Regulatory History (1)
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Criminal
December 2000
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gregory is the Chief Compliance Officer and owner of Elite TAMP LLC and Cavalier Investments LLC, spending a few hours per week and about 10-20% of his time, respectively, on these roles. He is also the manager of Purple Marlin LLC and owner of Cavalier 16 INC, dedicating minimal time to these ventures.

Employment History
Current Registrations
Thepartners Wealth Management
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Riskx Investments LLC
July 2011 - June 2015 · 3 yrs 11 mos
Multi-Financial Securities Corporation
February 2006 - July 2011 · 5 yrs 5 mos
Royal Alliance Associates, INC.
February 2002 - October 2004 · 2 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.