Fiduciary Wealth Partners, LLC
● SEC registered since 2012CRD 160696SEC# 801-73067Newton Lower Falls, MA
Reg. AUM
$1.54B
Employees
10
Accounts
492
Location
Newton Lower Falls, MA
Fiduciary Wealth Partners, LLC assets under management
Fiduciary Wealth Partners, LLC is an SEC-registered investment adviser based in Newton Lower Falls, MA. The firm has been registered since 2012. It reports $1.5 billion in regulatory assets under management and employs 10 people.
Fiduciary Wealth Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erik Robert Marr Control | Cco | Under 5% | 2016 |
| James Keen Cornell Control | Managing Partner | Under 5% | 2015 |
| Preston Daniel McSwain Control | Managing Partner | Over 75% | 2012 |
Frequently asked questions
How much does Fiduciary Wealth Partners, LLC manage?
Fiduciary Wealth Partners, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Fiduciary Wealth Partners, LLC have?
Fiduciary Wealth Partners, LLC reports 10 employees.
Where is Fiduciary Wealth Partners, LLC located?
Fiduciary Wealth Partners, LLC is based in Newton Lower Falls, MA and has been SEC-registered since 2012.
Does Fiduciary Wealth Partners, LLC disclose fund performance?
Fiduciary 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 | 2310 Washington Street, 3rd Floor, Newton Lower Falls, MA 02462 |
| Phone | 617-602-1900 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.54B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.54Bregulatory AUM
Discretionary $1.34BNon-discretionary $201M