Firm profile

Ac Wealth Partners

BERWYN, PACRD 326708Registration Status: ApprovedEffective since May 22, 2023SEC # 801-128024Latest ADV March 26, 2026

Ac Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Berwyn, PA. Its latest Form ADV filing, dated March 26, 2026, reports $1.1B in regulatory assets under management, 13 employees, 1 office, and 3,219 accounts.

Assets Under Management
$1.1B
Employees
13
Offices
1 office
Total Clients
428

Associated firm names

2 names listed
  • AC WEALTH PARTNERS
  • ATEGENOS CAPITAL, LLC

Leadership

3 roles identified
CEOJason B. Moore
CCOJason B. Moore
COOBrendan P. Mcconnell

Advisory services offered

5 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees

Offices & Contact

Primary office

BERWYN, Pennsylvania, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Pennsylvania

BERWYNPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links
Phone1-800-461-3205
WebsiteNot found
LinkedInNot found

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.1Bas of March 26, 2026
Discretionary80.3%
$859M
80% of total RAUM80.3%
Non-discretionary19.7%
$210M
20% of total RAUM19.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentIndividuals represent 63.3% of total clients.
Top client categories% of clientsClients
1
Individuals
63.3%
271
2
HNWI
22.9%
98
3
Pension Plans
13.3%
57
4
SUB-ADVISORY
0.5%
2

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.1B
Total Accounts3,219
10Y AUM Change+$1.1B

Private Funds

Private funds reported by Ac Wealth Partners

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees13
Clients per Employee33:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
366, LLCDirect owner · Schedule AInterest in AC WEALTH PARTNERS
25% to < 50%
ENVESTNET HOLDINGS, LLCDirect owner · Schedule AInterest in AC WEALTH PARTNERS
25% to < 50%
ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLCDirect owner · Schedule AInterest in AC WEALTH PARTNERS
10% to < 25%
366, LLCIndirect owner · Schedule BInterest in ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC
75%+
ENVESTNET, INCIndirect owner · Schedule BInterest in ENVESTNET HOLDINGS, LLC
75%+
BCPE PEQUOD BUYER, INC.Indirect owner · Schedule BInterest in ENVESTNET, INC
75%+
BCPE PEQUOD INTERMEDIATE, LLCIndirect owner · Schedule BInterest in BCPE PEQUOD BUYER, INC.
75%+
BCPE PEQUOD PARENT , INC.Indirect owner · Schedule BInterest in BCPE PEQUOD INTERMEDIATE, LLC
75%+
BCPE PEQUOD TOPCO, LPIndirect owner · Schedule BInterest in BCPE PEQUOD PARENT , INC.
75%+
BCPE PEQUOD INVESTOR, LPIndirect owner · Schedule BInterest in BCPE PEQUOD TOPCO, LP
50% to < 75%
BAIN CAPITAL FUND XIII, L.P.Indirect owner · Schedule BInterest in BCPE PEQUOD INVESTOR, LP
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Ac Wealth Partners.

Reported ownership and control details

Form ADV · Filing date 2026-03-26 · Schedules A and B

15 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1JASON BRADFORD MOORECHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERIndividualAC WEALTH PARTNERSLess than 5%Code NAYesCHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER10/2022Schedule APDF page 28
2BRENDAN PATRICK MCCONNELLCHIEF OPERATING OFFICERIndividualAC WEALTH PARTNERSLess than 5%Code NAYesCHIEF OPERATING OFFICER05/2022Schedule APDF page 28
3366, LLCSHAREHOLDERDomestic entityAC WEALTH PARTNERS25% to less than 50%Code CYesSHAREHOLDER05/2022Schedule APDF page 28
4ATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLCSHAREHOLDERDomestic entityAC WEALTH PARTNERS10% to less than 25%Code BNoSHAREHOLDER05/2022Schedule APDF page 28
5ENVESTNET HOLDINGS, LLCSHAREHOLDERDomestic entityAC WEALTH PARTNERS25% to less than 50%Code CYesSHAREHOLDER05/2022Schedule APDF page 28
6JOHN EDWARD COYNECHAIRMANIndividualAC WEALTH PARTNERSLess than 5%Code NAYesCHAIRMAN05/2022Schedule APDF page 28
7WILLIAM THOMAS COLECHIEF WEALTH OFFICERIndividualAC WEALTH PARTNERSLess than 5%Code NAYesCHIEF WEALTH OFFICER12/2025Schedule APDF page 28
8366, LLCSHAREHOLDERDomestic entityATEGENOS CAPITAL MANAGEMENT AGGREGATOR, LLC75% or moreCode EYesSHAREHOLDER05/2022Schedule BPDF page 29
9ENVESTNET, INCSHAREHOLDERDomestic entityENVESTNET HOLDINGS, LLC75% or moreCode EYesSHAREHOLDER03/2018Schedule BPDF page 29
10BCPE PEQUOD BUYER, INC.EQUITY HOLDERDomestic entityENVESTNET, INC75% or moreCode EYesEQUITY HOLDER11/2024Schedule BPDF page 29
11BCPE PEQUOD INTERMEDIATE, LLCEQUITY HOLDERDomestic entityBCPE PEQUOD BUYER, INC.75% or moreCode EYesEQUITY HOLDER11/2024Schedule BPDF page 29
12BCPE PEQUOD PARENT , INC.EQUITY HOLDERDomestic entityBCPE PEQUOD INTERMEDIATE, LLC75% or moreCode EYesEQUITY HOLDER11/2024Schedule BPDF page 29
13BCPE PEQUOD TOPCO, LPEQUITY HOLDERDomestic entityBCPE PEQUOD PARENT , INC.75% or moreCode EYesEQUITY HOLDER11/2024Schedule BPDF page 29
14BCPE PEQUOD INVESTOR, LPEQUITY HOLDERDomestic entityBCPE PEQUOD TOPCO, LP50% to less than 75%Code DYesEQUITY HOLDER11/2024Schedule BPDF page 29
15BAIN CAPITAL FUND XIII, L.P.EQUITY HOLDERDomestic entityBCPE PEQUOD INVESTOR, LP25% to less than 50%Code CNoEQUITY HOLDER11/2024Schedule BPDF page 29

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/26/2026 2:02:02 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.