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FIDUCIARY WEALTH PARTNERS, LLC
CRD 160696File 801-73067
APPROVED
Retail clients
Custody
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.54B
Above cohort median (national)
Discretionary AUM
$1.34B
Non-discretionary $201.0M
Clients
116
492 accounts
Employees
10
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 27, 2012
- Principal office
- 2310 WASHINGTON STREET, 3RD FLOOR, NEWTON LOWER FALLS, MA, 02462
- Phone
- 617-602-1900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.54B
- Discretionary AUM
- $1.34B
- Non-discretionary AUM
- $201.0M
- Discretionary accounts
- 294
- Non-discretionary accounts
- 198
- Total accounts
- 492
- AUM per client
- $13.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.7M |
| Charitable organizations | 7 | $222.5M |
| High net worth individuals | 109 | $1.32B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.