Firm profile

STRUCTURE WEALTH PARTNERS LLC

ORLANDO, FLCRD 338538Latest ADV March 26, 2026

Structure Wealth Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orlando, FL. Its latest Form ADV filing, dated March 26, 2026, reports $68M in regulatory assets under management, 1 employee, and 131 accounts.

Assets Under Management
$68M
Employees
1
Offices
--
Total Clients
42
Primary office
ORLANDO, FL
450 S ORANGE AVE, 3RD FLOOR, ORLANDO, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMatthew G. Giles

Advisory services offered

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

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 54.8% of total clients.
Top client categories% of clientsClients
1
Individuals
54.8%
23
2
HNWI
45.2%
19
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$68Mas of March 26, 2026
Discretionary100.0%
$68M
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$68M
Total Accounts131
10Y AUM Change+$68M

Employee Growth by Quarter

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

Total Employees1
Clients per Employee42:1
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.