{
  "crd_number": 331478,
  "slug": "a-and-m-private-wealth-partners-llc-west-palm-beach-fl-331478",
  "primary_business_name": "A&M PRIVATE WEALTH PARTNERS, LLC",
  "legal_name": "A&M PRIVATE WEALTH PARTNERS, LLC",
  "dbas": [
    "A&M PRIVATE WEALTH PARTNERS",
    "ALVAREZ & MARSAL PRIVATE WEALTH PARTNERS",
    "ALVAREZ & MARSAL PRIVATE WEALTH PARTNERS LLC",
    "AMPWP",
    "AMPWP LLC"
  ],
  "city": "West Palm Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-06-14",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 1832726951.0,
  "raum_discretionary": 1653643176.0,
  "raum_non_discretionary": 179083775.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 28,
  "advisory_employees": 23,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 55682821.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 25403311.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 969996228.0,
      "count": 34
    },
    "corporations_other_businesses": {
      "raum": 781644591.0,
      "count": 9
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DE",
    "FL",
    "GA",
    "MT",
    "NY",
    "TX"
  ],
  "websites": [
    "https://ampwp.com",
    "https://linkedin.com/company/alvarez-marsal-private-wealth-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331478",
  "city_as_filed": "WEST PALM BEACH",
  "url": "https://advisorcensus.com/firm/a-and-m-private-wealth-partners-llc-west-palm-beach-fl-331478",
  "display_name": "A&M Private Wealth Partners, LLC",
  "summary": "A&M Private Wealth Partners, LLC is an SEC-registered investment advisory firm in West Palm Beach, FL, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. A&M Private Wealth Partners, LLC (CRD 331478): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is A&M Private Wealth Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), A&M Private Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does A&M Private Wealth Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is A&M Private Wealth Partners, LLC located?",
      "a": "A&M Private Wealth Partners, LLC's principal office is in West Palm Beach, FL, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is A&M Private Wealth Partners, LLC registered with the SEC or a state?",
      "a": "A&M Private Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331478."
    },
    {
      "q": "How much does A&M Private Wealth Partners, LLC manage?",
      "a": "A&M Private Wealth Partners, LLC reports $1,832,726,951 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (90% discretionary)."
    },
    {
      "q": "How have A&M Private Wealth Partners, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for A&M Private Wealth Partners, LLC: Regulatory assets under management: $0 in the October 2024 data and $1,832,726,951 in the October 2026 data. Total employees: 2 in October 2024 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does A&M Private Wealth Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (34); corporations or other businesses not listed above (9)."
    },
    {
      "q": "Which custodians does A&M Private Wealth Partners, LLC use?",
      "a": "A&M Private Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does A&M Private Wealth Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331478"
    },
    {
      "q": "What changed in A&M Private Wealth Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 15 to 23. Regulatory assets under management went from $1,566,202,969 to $1,832,726,951 (+17%). Registered or notice-filed in MT. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2024-09-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1566202969.0,
      "total_employees": 21,
      "filing_date": "2025-07-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1832726951.0,
      "total_employees": 28,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 15 to 23.",
        "Regulatory assets under management went from $1,566,202,969 to $1,832,726,951 (+17%).",
        "Registered or notice-filed in MT.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "The maximum annual advisory fee generally is 1% of the assets under management."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.0,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The maximum annual advisory fee generally is 1% of the assets under management."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/a-and-m-private-wealth-partners-llc-west-palm-beach-fl-331478.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 34,
      "fewer_than_5": false,
      "raum": 969996228.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 55682821.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 25403311.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 781644591.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331478",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}