Almanack Investment Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayne, PA. Its latest Form ADV filing, dated April 30, 2026, reports $946M in regulatory assets under management, 24 employees, 3 offices, and 1,700 accounts.
Assets Under Management
$946M
Employees
24
Offices
3 offices
Total Clients
426
Primary office
WAYNE, PA
656 E SWEDESFORD ROAD, SUITE 301, WAYNE, PA, United States
Top client segmentIndividuals represent 63.8% of total clients.
Top client categories% of clientsClients
1
Individuals
63.8%
272
2
HNWI
26.8%
114
3
Charitable
4.7%
20
4
Corporations
3.5%
15
5
Pooled Investment Vehicles
1.2%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$946Mas of April 30, 2026
Discretionary81.3%
$769M
81% of total RAUM81.3%
Non-discretionary18.7%
$177M
19% of total RAUM18.7%
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$946M
Total Accounts1,700
10Y AUM Change+$521M (+122.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee18:1
10Y Employee Change+11 (+84.6%)
* 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.