NEWTON LOWER FALLS, MACRD 160696Latest ADV March 6, 2026
Fiduciary Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newton Lower Falls, MA. Its latest Form ADV filing, dated March 6, 2026, reports $1.5B in regulatory assets under management, 10 employees, and 492 accounts.
Assets Under Management
$1.5B
Employees
10
Offices
--
Total Clients
116
Primary office
NEWTON LOWER FALLS, MA
2310 WASHINGTON STREET, 3RD FLOOR, NEWTON LOWER FALLS, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 94.0% of total clients.
Top client categories% of clientsClients
1
HNWI
94.0%
109
2
Charitable
6.0%
7
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 6, 2026
Discretionary87.0%
$1.3B
87% of total RAUM87.0%
Non-discretionary13.0%
$201M
13% of total RAUM13.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts492
10Y AUM Change+$881M (+132.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee12:1
10Y Employee Change+6 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.