{
  "crd_number": 282428,
  "slug": "almanack-investment-partners-newtown-square-pa-282428",
  "primary_business_name": "ALMANACK INVESTMENT PARTNERS",
  "legal_name": "ALMANACK INVESTMENT PARTNERS, LLC",
  "dbas": [
    "JUNTO WEALTH, LLC",
    "PHOENIX WEALTH MANAGEMENT PLLC",
    "REDWOOD WEALTH MANAGEMENT GROUP, LLC",
    "WHITE KNIGHT CAPITAL"
  ],
  "city": "Newtown Square",
  "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": "2016-02-12",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-07-27",
  "carried_forward": false,
  "raum_total": 945855184.0,
  "raum_discretionary": 769084663.0,
  "raum_non_discretionary": 176770521.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 24,
  "advisory_employees": 13,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 7765362.0,
      "count": 20
    },
    "individuals": {
      "raum": 71755498.0,
      "count": 272
    },
    "high_net_worth_individuals": {
      "raum": 634335006.0,
      "count": 114
    },
    "pooled_investment_vehicles": {
      "raum": 59826771.0,
      "count": 5
    },
    "corporations_other_businesses": {
      "raum": 172172547.0,
      "count": 15
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "IL",
    "KY",
    "LA",
    "MA",
    "MD",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://almanackip.com",
    "https://facebook.com/JUNTOWELATH",
    "https://facebook.com/WHITEKNIGHTCAPITAL.NET",
    "https://facebook.com/people/Phoenix-Wealth/61555765387340",
    "https://facebook.com/redwoodwmg",
    "https://juntowealth.com",
    "https://linkedin.com/COMPANY/ALMANACK-INVESTMENT-PARTNERS-LLC",
    "https://linkedin.com/COMPANY/JUNTOWEALTH",
    "https://linkedin.com/company/phoenix-wealth-management-pllc",
    "https://linkedin.com/company/redwoodwmg/about",
    "https://phxwealth.com",
    "https://redwoodwmg.com",
    "https://twitter.com/JUNTOWEALTH",
    "https://twitter.com/eric_viavattene",
    "https://whiteknightcapital.net",
    "https://youtube.com/@RedwoodWMG"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282428",
  "city_as_filed": "NEWTOWN SQUARE",
  "url": "https://advisorcensus.com/firm/almanack-investment-partners-newtown-square-pa-282428",
  "display_name": "Almanack Investment Partners",
  "summary": "Almanack Investment Partners is an SEC-registered investment advisory firm in Newtown Square, PA, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 27, 2026.",
  "citation": "AdvisorCensus. Almanack Investment Partners (CRD 282428): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Almanack Investment Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Almanack Investment Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Almanack Investment Partners charge?",
      "a": "Its Form ADV Part 2A brochure dated July 27, 2026 states: Asset-based fee: 0.05% to 2.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Almanack Investment Partners located?",
      "a": "Almanack Investment Partners' principal office is in Newtown Square, PA, according to its Form ADV; the August 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Almanack Investment Partners registered with the SEC or a state?",
      "a": "Almanack Investment Partners is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282428."
    },
    {
      "q": "How much does Almanack Investment Partners manage?",
      "a": "Almanack Investment Partners reports $945,855,184 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (81% discretionary)."
    },
    {
      "q": "How have Almanack Investment Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Almanack Investment Partners: Regulatory assets under management: $1,515,132,090 in the October 2021 data and $945,855,184 in the October 2026 data, down 38%. Total employees: 33 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Almanack Investment Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (272); high net worth individuals (114); charitable organizations (20)."
    },
    {
      "q": "Which custodians does Almanack Investment Partners use?",
      "a": "Almanack Investment Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Almanack Investment 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/282428"
    },
    {
      "q": "Does Almanack Investment Partners state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 27, 2026 says: \"A minimum of $100,000 of assets under management is typically required for investment advisory services.\""
    },
    {
      "q": "What changed in Almanack Investment Partners' recent Form ADV filings?",
      "a": "In the August 2026 filing data: No longer lists the business name Almanack Family Office."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1515132090.0,
      "total_employees": 33,
      "filing_date": "2021-08-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1845199024.0,
      "total_employees": 41,
      "filing_date": "2022-07-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 772464492.0,
      "total_employees": 20,
      "filing_date": "2023-09-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 802193139.0,
      "total_employees": 22,
      "filing_date": "2024-07-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 773350051.0,
      "total_employees": 22,
      "filing_date": "2025-07-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 945855184.0,
      "total_employees": 24,
      "filing_date": "2026-07-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "No longer lists the business name Almanack Family Office."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Added the business name Redwood Wealth Management Group, LLC.",
        "Employees performing advisory functions went from 11 to 13.",
        "Added an office in Medford, NJ.",
        "Registered or notice-filed in DE, TN."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $773,350,051 to $945,855,184 (+22%).",
        "No longer lists an office in Charleston, SC.",
        "Registered or notice-filed in WA."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in IL, KY."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 13 to 11."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "No longer lists the business name Verecan.",
        "No longer lists an office in Etobicoke."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.05% to 2.5% a year",
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.05% to 2.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Our annual fees for Investment Advisory Services are based upon a percentage of assets under management and generally range from 0.05% to 2.5%."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000"
        ],
        "quotes": [
          "A minimum of $100,000 of assets under management is typically required for investment advisory services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.05,
        2.5
      ],
      "max_pct": null,
      "account_minimum": 100000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our annual fees for Investment Advisory Services are based upon a percentage of assets under management and generally range from 0.05% to 2.5%.",
      "A minimum of $100,000 of assets under management is typically required for investment advisory services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "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
    }
  ],
  "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/almanack-investment-partners-newtown-square-pa-282428.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 272,
      "fewer_than_5": false,
      "raum": 71755498.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 114,
      "fewer_than_5": false,
      "raum": 634335006.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 59826771.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 20,
      "fewer_than_5": false,
      "raum": 7765362.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 15,
      "fewer_than_5": false,
      "raum": 172172547.0
    }
  ],
  "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/282428",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}