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SEC data October 1, 2026
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SEC data October 1, 2026
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Sign in or start freeWealth manager, independent · West Palm Beach, FL
SEC-registered investment adviser · CRD 331478 · SEC 801-130473
At a glance
A&m Private Wealth Partners, LLC is an SEC-registered investment adviser based in West Palm Beach, Florida, with $1.8B in regulatory assets under management as of its Form ADV filed March 24, 2026. It reports 34 individual clients, 34 of them high-net-worth, holding an average of about $29 million each, and 28 employees. That ranks it 606th among the nation’s 5,657 independent wealth management RIAs and 35th of 343 in Florida. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 561-268-0900ampwp.comLinkedInAs filed on Form ADV
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 34 | $970M | 53% |
| Corporations or other businesses | 9 | $782M | 43% |
| Charitable organizations | – | $56M | 3% |
| Insurance companies | – | $25M | 1% |
A&m Private Wealth Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
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| Firm | Regulatory AUM | Clients |
|---|---|---|
| Bulltick Wealth Management, LLCMiami | $1.9B | 280 |
| Fourthought Financial Partners, LLC.Venice | $1.9B | 970 |
| Palisades Hudson Asset Management, L.P.Fort Lauderdale | $1.8B | 138 |
| Slatestone Wealth LLCJupiter | $1.8B | 558 |
| ARS Wealth AdvisorsSt. Petersburg | $1.6B | 1,044 |
| Sierra Capital LLCMiami | $1.6B | 76 |
A&m Private Wealth Partners, LLC reports $1.8B in regulatory assets under management across 250 accounts, 90% of it on a discretionary basis, on its Form ADV filed March 24, 2026.
It reports 34 individual clients: 34 high-net-worth individuals and 0 other individuals. Individuals account for about 53% of its regulatory assets.
Its main office is in West Palm Beach, Florida. It reports 5 offices in total and 28 employees, 23 of whom perform investment advisory functions.
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 24, 2026, it reports these amounts held: Fidelity ($1.3B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
It reports a broker-dealer among its affiliates on Form ADV.
As an SEC-registered investment adviser, A&m Private Wealth Partners, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Every figure is A&m Private Wealth Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →