Patrick Sommerfield
PJS Wealth Partners · Cedarburg, Wisconsin
Patrick Sommerfield is a fee-only financial advisor at PJS Wealth Partners in Cedarburg, Wisconsin. PJS Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | PJS Wealth Partners |
|---|---|
| Based in | Cedarburg, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $852.0M across 1,368 accounts |
| SEC registration | Investment adviser representative in TX, WI · CRD 4576687 |
| Exams passed | Series 65 (2001) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | pjsinvestment.com |
How Patrick's firm compares
- PJS Wealth Partners's average account is about $623,000, from its Form ADV (assets managed divided by 1,368 accounts).
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Questions about Patrick
Is Patrick Sommerfield a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and PJS Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, PJS Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Patrick Sommerfield based?
Patrick Sommerfield is based in Cedarburg, Wisconsin.
Is Patrick Sommerfield registered with the SEC?
Yes. Patrick Sommerfield is registered as an investment adviser representative in TX and WI (CRD 4576687), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PJS Wealth Partners manage?
PJS Wealth Partners reports $852.0M across 1,368 accounts in assets under management.
How do I contact Patrick Sommerfield?
Through Patrick's website, pjsinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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