{
  "crd_number": 326708,
  "slug": "ac-wealth-partners-berwyn-pa-326708",
  "primary_business_name": "AC WEALTH PARTNERS",
  "legal_name": "ATEGENOS CAPITAL, LLC",
  "dbas": [
    "AC WEALTH PARTNERS"
  ],
  "city": "Berwyn",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-05-22",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 1069384895.0,
  "raum_discretionary": 859193726.0,
  "raum_non_discretionary": 210191169.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 13,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 619973837.0,
      "count": 2,
      "description": "SUB-ADVISORY"
    },
    "individuals": {
      "raum": 101864006.0,
      "count": 271
    },
    "pension_profit_sharing": {
      "raum": 81740010.0,
      "count": 57
    },
    "high_net_worth_individuals": {
      "raum": 265807042.0,
      "count": 98
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://acwealthpartners.com",
    "https://linkedin.com/company/ac-wealth-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326708",
  "city_as_filed": "BERWYN",
  "url": "https://advisorcensus.com/firm/ac-wealth-partners-berwyn-pa-326708",
  "display_name": "AC Wealth Partners",
  "summary": "AC Wealth Partners is an SEC-registered investment advisory firm in Berwyn, PA, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. AC Wealth Partners (CRD 326708): 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)",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is AC Wealth Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), AC Wealth Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is AC Wealth Partners located?",
      "a": "AC Wealth Partners' principal office is in Berwyn, PA, according to its Form ADV."
    },
    {
      "q": "Is AC Wealth Partners registered with the SEC or a state?",
      "a": "AC Wealth Partners is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326708."
    },
    {
      "q": "How much does AC Wealth Partners manage?",
      "a": "AC Wealth Partners reports $1,069,384,895 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (80% discretionary)."
    },
    {
      "q": "How have AC Wealth Partners' assets and staff changed since 2023?",
      "a": "In the Form ADV data for AC Wealth Partners: Regulatory assets under management: $106,664,472 in the October 2023 data and $1,069,384,895 in the October 2026 data, up 903%. Total employees: 12 in October 2023 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does AC Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (271); high net worth individuals (98); pension and profit sharing plans (but not the plan participants or government pension plans) (57)."
    },
    {
      "q": "Which custodians does AC Wealth Partners use?",
      "a": "AC Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does AC Wealth Partners 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/326708"
    },
    {
      "q": "What changed in AC Wealth Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 3. Regulatory assets under management went from $466,434,579 to $1,069,384,895 (+129%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 106664472.0,
      "total_employees": 12,
      "filing_date": "2023-09-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 130643681.0,
      "total_employees": 16,
      "filing_date": "2024-09-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 466434579.0,
      "total_employees": 16,
      "filing_date": "2025-03-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1069384895.0,
      "total_employees": 13,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 3.",
        "Regulatory assets under management went from $466,434,579 to $1,069,384,895 (+129%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Added the business name AC Wealth Partners."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "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/ac-wealth-partners-berwyn-pa-326708.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 271,
      "fewer_than_5": false,
      "raum": 101864006.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 98,
      "fewer_than_5": false,
      "raum": 265807042.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 57,
      "fewer_than_5": false,
      "raum": 81740010.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 2,
      "fewer_than_5": false,
      "raum": 619973837.0
    }
  ],
  "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/326708",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}