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RIA / WealthAdvisorChartered Financial Consultant23 years in industry

WILLIAM PAUL KRAUSE

Advisor at THEPARTNERS WEALTH MANAGEMENT

Sinking Spring, PA | CARMEL BY THE SEA, CA

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Search this name across graphsid dfx:ria:bea34b24-0f07-ecb8-730f-ca4151105956

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 11, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: THEPARTNERS WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 27, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S63
First exam: Jun 27, 2003
First registration: Aug 11, 2010
Dual registered: no
IAPD individual key: 837136

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
THEPARTNERS WEALTH MANAGEMENT	Independent wealth	Mar 28, 2025	n/a	yes	CARMEL BY THE SEA, CA\|Sinking Spring, PA	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Oct 11, 2024	Apr 2, 2025	no	sinking spring, PA\|SCOTTSDALE, AZ	Previous registration
AMERICAN PORTFOLIOS ADVISORS, INC	Former SEC adviser	Oct 29, 2013	Oct 11, 2024	no	HOLBROOK, NY	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Aug 11, 2010	Jun 10, 2013	no	Center Valley, PA\|ALLENTOWN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	THEPARTNERS WEALTH MANAGEMENT	Apr 2, 2025	Mar 28, 2025	-5	Firm change	Ibd to RIA
AMERICAN PORTFOLIOS ADVISORS, INC	OSAIC WEALTH, INC.	Oct 11, 2024	Oct 11, 2024	0	Bulk transfer	Ibd to ibd
MML INVESTORS SERVICES, LLC	AMERICAN PORTFOLIOS ADVISORS, INC	Jun 10, 2013	Oct 29, 2013	141	Firm change	Other

Relationships

Registered with (4)

→ THEPARTNERS WEALTH MANAGEMENTRegistered adviserregistration: current employment
Mar 28, 2025 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Oct 11, 2024 to Apr 2, 2025factForm ADV
→ AMERICAN PORTFOLIOS ADVISORS, INCRegistered adviserregistration: previous registration
Oct 29, 2013 to Oct 11, 2024factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Aug 11, 2010 to Jun 10, 2013factForm ADV

Dated events

Occurred
Apr 2, 2025
Advisor changed firm
William Paul Krause left Osaic Wealth, Inc. for Thepartners Wealth Management (registered 2025-03-28)
Form ADVobserved 5 days ago