WEST PALM BEACH, FLCRD 331478Latest ADV March 24, 2026
A&M Private Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Palm Beach, FL. Its latest Form ADV filing, dated March 24, 2026, reports $1.8B in regulatory assets under management, 28 employees, 4 offices, and 250 accounts.
Assets Under Management
$1.8B
Employees
28
Offices
4 offices
Total Clients
43
Primary office
WEST PALM BEACH, FL
300 BANYAN BLVD, 10TH FLOOR, WEST PALM BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 79.1% of total clients.
Top client categories% of clientsClients
1
HNWI
79.1%
34
2
Corporations
20.9%
9
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 24, 2026
Discretionary90.2%
$1.7B
90% of total RAUM90.2%
Non-discretionary9.8%
$179M
10% of total RAUM9.8%
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.
Latest AUM$1.8B
Total Accounts250
10Y AUM Change+$1.8B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee2:1
10Y Employee Change+26 (+1300.0%)
* 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.