# A&M Private Wealth Partners, LLC

> 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.

- CRD: 331478
- Filed as: A&M PRIVATE WEALTH PARTNERS, LLC
- Also doing business as: A&M PRIVATE WEALTH PARTNERS, ALVAREZ & MARSAL PRIVATE WEALTH PARTNERS, ALVAREZ & MARSAL PRIVATE WEALTH PARTNERS LLC, AMPWP, AMPWP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331478
- AdvisorCensus page: https://advisorcensus.com/firm/a-and-m-private-wealth-partners-llc-west-palm-beach-fl-331478

## Quick answers

**How is A&M Private Wealth Partners, LLC compensated?**
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).

**How much does A&M Private Wealth Partners, LLC charge?**
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.

**Where is A&M Private Wealth Partners, LLC located?**
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).

**Is A&M Private Wealth Partners, LLC registered with the SEC or a state?**
A&M Private Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331478.

**How much does A&M Private Wealth Partners, LLC manage?**
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).

**How have A&M Private Wealth Partners, LLC's assets and staff changed since 2024?**
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.

**What types of clients does A&M Private Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (34); corporations or other businesses not listed above (9).

**Which custodians does A&M Private Wealth Partners, LLC use?**
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.

**Does A&M Private Wealth Partners, LLC report any disciplinary disclosures?**
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

**What changed in A&M Private Wealth Partners, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> The maximum annual advisory fee generally is 1% of the assets under management.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,832,726,951
- Discretionary: $1,653,643,176
- Non-discretionary: $179,083,775

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 34 | $969,996,228 |
| Charitable organizations | Fewer than 5 | $55,682,821 |
| Insurance companies | Fewer than 5 | $25,403,311 |
| Corporations or other businesses not listed above | 9 | $781,644,591 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 28 total, 23 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, FL, GA, MT, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Atlanta, GA
- Los Angeles, CA
- New York, NY
- Wilmington, DE

### Websites listed on Form ADV (Item 1.I)
- [ampwp.com](https://ampwp.com)
- LinkedIn @alvarez-marsal-private-wealth-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 2 | September 24, 2024 |
| October 2025 | $1,566,202,969 | 21 | July 2, 2025 |
| October 2026 | $1,832,726,951 | 28 | March 24, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. A&M Private Wealth Partners, LLC (CRD 331478): Form ADV filing data as of October 2026.