Mount Clemens, MI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,078,053,015
ClientsTotal clients
5,925
AdvisorsAdvisors at this office
3
Of 33 advisors across 19 offices
Location
25 N. Main Street
Mount Clemens MI 48043
Advisors at this office
3
Advisors at this office
Kathleen E
Series 65
Mount Clemens, MI
ThePartners Wealth Management
Kathleen Elliott is a Series 65-licensed financial advisor with 12 years of industry experience. She currently works at The Partners Wealth Management and has previously been affiliated with Trivelloni Risk Management LLC, Trivelloni Asset Management, LLC, and Premier Estate Planners, LLC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, consulting, and retirement-plan advisory services. The firm employs a multi-team advisor structure and uses customized portfolio strategies that include internally developed and third-party models, implementing a range of investment vehicles such as mutual funds, ETFs, equities, and fixed-income securities.
Antonio T
Series 65
Mount Clemens, MI
ThePartners Wealth Management
Antonio Trivelloni is a financial advisor at The Partners Wealth Management with 15 years of industry experience. He holds a Series 65 designation and has worked previously with Trivelloni Asset Management LLC and Trivelloni Risk Management LLC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering comprehensive investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm employs customized portfolio strategies using internal and third-party models and manages a broad client base across various advisory engagements.
Jill T
Series 65
Mount Clemens, MI
ThePartners Wealth Management
Jill Trivelloni is a financial advisor at ThePARTNERS Wealth Management in Mount Clemens, MI, holding a Series 65 credential. She joined the firm in 2026 and has prior work experience primarily in veterinary-related roles, including positions at Veterinary United and several veterinary clinics from 2003 to 2026. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, utilizing internal and third-party models as well as mandated use of the Amplify Platform for back-office, trading, and model access.
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