AC WEALTH PARTNERS

Legal name: ATEGENOS CAPITAL, LLC

CRD 326708File 801-128024

APPROVED

Retail clients

Filing as of Mar 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.07B

Above cohort median (national)

Discretionary AUM

$859.2M

Non-discretionary $210.2M

Clients

426

3,219 accounts

Employees

Above cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: May 22, 2023
Principal office: 1000 CHESTERBROOK BOULEVARD, SUITE 102, BERWYN, PA, 19312
Phone: 1-800-461-3205
Website: https://www.acwealthpartners.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.07B
Discretionary AUM: $859.2M
Non-discretionary AUM: $210.2M
Discretionary accounts: 2,509
Non-discretionary accounts: 710
Total accounts: 3,219
AUM per client: $2.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	98	$265.8M
Pension and profit sharing plans	57	$81.7M
Individuals (other than high net worth individuals)	271	$101.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Publications
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	428	426
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.