Overview
Assets Under Management: $103 million
Headquarters: PALM BEACH GARDENS, FL
High-Net-Worth Clients: 12
Average Client Assets: $106 million
Frequently Asked Questions
A&M PRIVATE WEALTH PARTNERS, LLC 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 #331478), A&M PRIVATE WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
A&M PRIVATE WEALTH PARTNERS, LLC is headquartered in PALM BEACH GARDENS, FL.
A&M PRIVATE WEALTH PARTNERS, LLC serves 12 high-net-worth clients according to their SEC filing dated January 23, 2025. View client details ↓
According to their SEC Form ADV, A&M PRIVATE WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
A&M PRIVATE WEALTH PARTNERS, LLC manages $103 million in client assets according to their SEC filing dated January 23, 2025.
According to their SEC Form ADV, A&M PRIVATE WEALTH PARTNERS, LLC 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: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.37
Average High-Net-Worth Client Assets: $106 million
Total Client Accounts: 10
Discretionary Accounts: 10
Regulatory Filings
CRD Number: 331478
Last Filing Date: 2025-01-23 00:00:00
Website: https://ampwp.com