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A&M PRIVATE WEALTH PARTNERS, LLC
CRD 331478File 801-130473
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.83B
Top 25% of cohort (national)
Discretionary AUM
$1.65B
Non-discretionary $179.1M
Clients
43
250 accounts
Employees
28
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 14, 2024
- Principal office
- 300 BANYAN BLVD, 10TH FLOOR, WEST PALM BEACH, FL, 33401
- Phone
- 561-268-0900
- Website
- https://www.ampwp.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.83B
- Discretionary AUM
- $1.65B
- Non-discretionary AUM
- $179.1M
- Discretionary accounts
- 187
- Non-discretionary accounts
- 63
- Total accounts
- 250
- AUM per client
- $42.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $781.6M |
| Insurance companies | Fewer than 5 | $25.4M |
| Charitable organizations | Fewer than 5 | $55.7M |
| High net worth individuals | 34 | $970.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- 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
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 | 21 | 28 | increased by7 |
| Apr 1, 2026 | Clients | 12 | 43 | increased by31 |
| Apr 1, 2026 | AUM | $1,566,202,969 | $1,832,726,951 | increased by$266,523,982 |
| Apr 1, 2026 | Accounts | 150 | 250 | increased by100 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 22 | 21 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 0 | 12 | increased by12 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $760,628,703 | $1,566,202,969 | increased by$805,574,266 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 29 | 150 | increased by121 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PRIVATE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRIVATE 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.