# Almanack Investment Partners

> 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.

- CRD: 282428
- Filed as: ALMANACK INVESTMENT PARTNERS
- Legal name: Almanack Investment Partners, LLC
- Also doing business as: JUNTO WEALTH, LLC, PHOENIX WEALTH MANAGEMENT PLLC, REDWOOD WEALTH MANAGEMENT GROUP, LLC, WHITE KNIGHT CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newtown Square, PA
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282428
- AdvisorCensus page: https://advisorcensus.com/firm/almanack-investment-partners-newtown-square-pa-282428

## Quick answers

**How is Almanack Investment Partners compensated?**
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.

**How much does Almanack Investment Partners charge?**
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.

**Where is Almanack Investment Partners located?**
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).

**Is Almanack Investment Partners registered with the SEC or a state?**
Almanack Investment Partners is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282428.

**How much does Almanack Investment Partners manage?**
Almanack Investment Partners reports $945,855,184 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (81% discretionary).

**How have Almanack Investment Partners' assets and staff changed since 2021?**
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.

**What types of clients does Almanack Investment Partners serve?**
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).

**Which custodians does Almanack Investment Partners use?**
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.

**Does Almanack Investment 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/282428

**Does Almanack Investment Partners state an account minimum?**
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."

**What changed in Almanack Investment Partners' recent Form ADV filings?**
In the August 2026 filing data: No longer lists the business name Almanack Family Office.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 27, 2026)

- Asset-based fee: 0.05% to 2.5% a year (a range, as the brochure states it)

> 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%.

- Account minimum: $100,000

> A minimum of $100,000 of assets under management is typically required for investment advisory services.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage 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: $945,855,184
- Discretionary: $769,084,663
- Non-discretionary: $176,770,521

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 272 | $71,755,498 |
| High net worth individuals | 114 | $634,335,006 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $59,826,771 |
| Charitable organizations | 20 | $7,765,362 |
| Corporations or other businesses not listed above | 15 | $172,172,547 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 24 total, 13 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, CT, DC, DE, FL, IL, KY, LA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Baton Rouge, LA
- Medford, NJ
- Scottsdale, AZ

### Websites listed on Form ADV (Item 1.I)
- [almanackip.com](https://almanackip.com)
- [juntowealth.com](https://juntowealth.com)
- [phxwealth.com](https://phxwealth.com)
- [redwoodwmg.com](https://redwoodwmg.com)
- [whiteknightcapital.net](https://whiteknightcapital.net)
- Facebook @JUNTOWELATH
- Facebook @WHITEKNIGHTCAPITAL.NET
- Facebook @Phoenix-Wealth
- Facebook @redwoodwmg
- LinkedIn @ALMANACK-INVESTMENT-PARTNERS-LLC
- LinkedIn @JUNTOWEALTH
- LinkedIn @phoenix-wealth-management-pllc
- LinkedIn @redwoodwmg
- X @JUNTOWEALTH
- X @eric_viavattene
- YouTube @RedwoodWMG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,515,132,090 | 33 | August 13, 2021 |
| October 2022 | $1,845,199,024 | 41 | July 15, 2022 |
| October 2023 | $772,464,492 | 20 | September 29, 2023 |
| October 2024 | $802,193,139 | 22 | July 3, 2024 |
| October 2025 | $773,350,051 | 22 | July 9, 2025 |
| October 2026 | $945,855,184 | 24 | July 27, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- No longer lists the business name Almanack Family Office.

### May 2026
- 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.

### April 2026
- 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.

### February 2026
- Registered or notice-filed in IL, KY.

### December 2025
- Employees performing advisory functions went from 13 to 11.

### November 2025
- No longer lists the business name Verecan.
- No longer lists an office in Etobicoke.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Almanack Investment Partners (CRD 282428): Form ADV filing data as of October 2026.