Chief Financial Officer · A&m Private Wealth Partners, LLC
Christopher J. Woelfle
CRD 2866412 · 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 Christopher J. Woelfle on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- A&m Private Wealth Partners, LLCChief Financial OfficerWealth manager · West Palm Beach, FL · $1.8B in regulatory assets
AtlasMembers
Christopher’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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)
- Peter SacripantiChairman, A&m Private Wealth Partners, LLC
- Michael S. CalkinManaging Director, A&m Private Wealth Partners, LLC
- Michael J. MurgioManaging Director, A&m Private Wealth Partners, LLC
- John M. RallsManaging Director, A&m Private Wealth Partners, LLC
- Jonathan L. FitzgeraldManaging Director, A&m Private Wealth Partners, LLC
4 more people named with Christopher on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.