FIDUCIARY WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,544,425,644
Discretionary
$1,343,385,153
Non-discretionary
$201,040,491
Firm details
- CRD number
- 160696
- SEC file number
- 801-73067
- Main office
- NEWTON LOWER FALLS, MA, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.