Brad Richard Small

Thepartners Wealth Management

25 Years of Experience

2 DisclosuresSells Insurance

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

1042 Columbia Avenue, Suite 1, Sinking Spring, PA, 19608

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2021

Settled

Employment Separation After Allegations

June 2005

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brad is involved in several outside business activities, including managing rental real estate, selling insurance products (life insurance and others), and serving as a managing partner at Coactive Wealth Strategists LLC (processing business through Osaic and insurance companies). He also dedicates time to volunteer work with the Boy Scouts and runs a scholarship program, among other ventures.

Employment History

Current Registrations

Thepartners Wealth Management

March 2025 - Present · 11 mos

Previous Registrations

Osaic Wealth, INC.Broker

October 2024 - April 2025 · 6 mos

Osaic Wealth, INC.

October 2024 - April 2025 · 6 mos

American Portfolios Advisors, INC

December 2011 - October 2024 · 12 yrs 10 mos

American Portfolios Financial Services, INC.Broker

December 2011 - October 2024 · 12 yrs 10 mos

Lincoln Financial Advisors Corporation

July 2011 - December 2011 · 5 mos

Lincoln Financial Advisors CorporationBroker

August 2005 - December 2011 · 6 yrs 4 mos

The Lincoln National Life Insurance CompanyBroker

August 2005 - April 2006 · 8 mos

Thrivent Investment Management INC.Broker

July 2002 - June 2005 · 2 yrs 11 mos

Lutheran Brotherhood Securities CORP.Broker

January 2000 - July 2002 · 2 yrs 6 mos

State Registrations2 states

FLPA

Advisor

Exams

No exam information available for this advisor.