# AC Wealth Partners

> 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.

- CRD: 326708
- Filed as: AC WEALTH PARTNERS
- Legal name: Ategenos Capital, LLC
- Also doing business as: AC WEALTH PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Berwyn, PA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326708
- AdvisorCensus page: https://advisorcensus.com/firm/ac-wealth-partners-berwyn-pa-326708

## Quick answers

**How is AC Wealth Partners compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is AC Wealth Partners located?**
AC Wealth Partners' principal office is in Berwyn, PA, according to its Form ADV.

**Is AC Wealth Partners registered with the SEC or a state?**
AC Wealth Partners is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326708.

**How much does AC Wealth Partners manage?**
AC Wealth Partners reports $1,069,384,895 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (80% discretionary).

**How have AC Wealth Partners' assets and staff changed since 2023?**
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.

**What types of clients does AC Wealth Partners serve?**
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).

**Which custodians does AC Wealth Partners use?**
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.

**Does AC Wealth Partners 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/326708

**What changed in AC Wealth Partners' recent Form ADV filings?**
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).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- 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: $1,069,384,895
- Discretionary: $859,193,726
- Non-discretionary: $210,191,169

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 271 | $101,864,006 |
| High net worth individuals | 98 | $265,807,042 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 57 | $81,740,010 |
| Other | 2 | $619,973,837 |

### 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)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2023 (3 years)
- Employees: 13 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- acwealthpartners.com
- LinkedIn @ac-wealth-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $106,664,472 | 12 | September 13, 2023 |
| October 2024 | $130,643,681 | 16 | September 26, 2024 |
| October 2025 | $466,434,579 | 16 | March 7, 2025 |
| October 2026 | $1,069,384,895 | 13 | March 26, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

### February 2026
- Added the business name AC Wealth Partners.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. AC Wealth Partners (CRD 326708): Form ADV filing data as of October 2026.