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, and 3,219 accounts.
Assets Under Management
$1.1B
Employees
13
Offices
--
Total Clients
428
Primary office
BERWYN, PA
1000 CHESTERBROOK BOULEVARD, SUITE 102, BERWYN, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
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
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.
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
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%)
* 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.