A&m Private Wealth Partners, LLC
● SEC registered since 2024CRD 331478SEC# 801-130473West Palm Beach, FL
Reg. AUM
$1.83B
Employees
28
Accounts
250
Location
West Palm Beach, FL
A&m Private Wealth Partners, LLC assets under management
A&m Private Wealth Partners, LLC operates as an SEC-registered investment adviser based in West Palm Beach, FL. The firm has been registered since 2024. It reports $1.8 billion in regulatory assets under management and employs 28 people.
A&m Private Wealth Partners, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alvarez & Marsal Inc. Control | Member | Over 75% | 2024 |
| Brian Michael Oard Control | Managing Director | Under 5% | 2024 |
| Christopher J Woelfle Control | Chief Financial Officer | Under 5% | 2026 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does A&m Private Wealth Partners, LLC manage?
A&m Private Wealth Partners, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
How many employees does A&m Private Wealth Partners, LLC have?
A&m Private Wealth Partners, LLC reports 28 employees.
Where is A&m Private Wealth Partners, LLC located?
A&m Private Wealth Partners, LLC is based in West Palm Beach, FL and has been SEC-registered since 2024.
Does A&m Private Wealth Partners, LLC disclose fund performance?
A&m Private Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 Banyan Blvd, 10th Floor, West Palm Beach, FL 33401 |
| Phone | 561-268-0900 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2109121 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.83B▲ 1676%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$1.83Bregulatory AUM
Discretionary $1.65BNon-discretionary $179.1M