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Managing Director · A&m Private Wealth Partners, LLC

Brian M. Oard

CRD 2354814 · Named on Form ADV at one SEC-registered adviser

At a glance

A&m Private Wealth Partners, LLC, an SEC-registered wealth manager based in West Palm Beach, FL with $1.8 billion in regulatory assets, lists Brian M. Oard on its Form ADV as Managing Director, a control person.

Firms and roles

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Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with Brian on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.