ATEGENOS CAPITAL, LLC
Doing business as AC WEALTH PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$1,069,384,895
Discretionary
$859,193,726
Non-discretionary
$210,191,169
Firm details
- CRD number
- 326708
- SEC file number
- 801-128024
- Main office
- BERWYN, PA, United States
- Employees
- 13
- SEC status
- Approved
- Website
- https://www.acwealthpartners.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.