Overview
Assets Under Management: $1.1 billion
Headquarters: BERWYN, PA
High-Net-Worth Clients: 98
Average Client Assets: $2.7 million
Frequently Asked Questions
AC WEALTH PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326708), AC WEALTH PARTNERS is subject to fiduciary duty under federal law.
AC WEALTH PARTNERS is headquartered in BERWYN, PA.
AC WEALTH PARTNERS serves 98 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, AC WEALTH PARTNERS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
AC WEALTH PARTNERS manages $1.1 billion in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, AC WEALTH PARTNERS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.86%
Average Client Assets: $2.7 million
Total Client Accounts: 3,219
Discretionary Accounts: 2,509
Non-Discretionary Accounts: 710
Regulatory Filings
CRD Number: 326708
Filing ID: 2074546
Last Filing Date: 2026-03-26 14:02:02