Fourthought Financial Partners, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Venice, FL. Its latest Form ADV filing, dated April 2, 2026, reports $1.9B in regulatory assets under management, 20 employees, and 4,199 accounts.
Assets Under Management
$1.9B
Employees
20
Offices
--
Total Clients
1,002
Primary office
VENICE, FL
310 W. VENICE AVENUE, SUITE 201, VENICE, FL, United States
Top client segmentIndividuals represent 56.8% of total clients.
Top client categories% of clientsClients
1
Individuals
56.8%
569
2
HNWI
40.0%
401
3
Corporations
1.7%
17
4
Pension Plans
0.8%
8
5
Charitable
0.7%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of April 2, 2026
Discretionary100.0%
$1.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.9B
Total Accounts4,199
10Y AUM Change+$1.9B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee50:1
10Y Employee Change+1 (+5.3%)
* 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.