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FIDUCIARY WEALTH PARTNERS, LLC
CRD 160696File 801-73067
APPROVED
Retail clients
Custody
Filing as of Mar 6, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://WWW.FWP.PARTNERS
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2026 | Clients | 102 | 116 | increased by14 |
| Apr 1, 2026 | AUM | $1,396,302,564 | $1,544,425,644 | increased by$148,123,080 |
| Apr 1, 2026 | Accounts | 459 | 492 | increased by33 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 9 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 93 | 102 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,476,291,437 | $1,396,302,564 | decreased by$79,988,873 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 397 | 459 | increased by62 |
| Apr 1, 2022 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2022 | Clients | 57 | 93 | increased by36 |
| Apr 1, 2022 | AUM | $1,068,476,095 | $1,476,291,437 | increased by$407,815,342 |
| Apr 1, 2022 | Accounts | 182 | 397 | increased by215 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FIDUCIARY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIDUCIARY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.