# Conestoga Wealth Partners

> Conestoga Wealth Partners is a state-registered investment advisory firm in Gig Harbor, WA, registered since 2020, with no regulatory assets under management reported in its Form ADV filing dated March 10, 2026.

- CRD: 301964
- Filed as: CONESTOGA WEALTH PARTNERS
- Legal name: Conestoga Wealth Partners, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gig Harbor, WA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/301964
- AdvisorCensus page: https://advisorcensus.com/firm/conestoga-wealth-partners-gig-harbor-wa-301964

## Quick answers

**How is Conestoga Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Conestoga Wealth Partners reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Conestoga Wealth Partners located?**
Conestoga Wealth Partners' principal office is in Gig Harbor, WA, according to its Form ADV.

**Is Conestoga Wealth Partners registered with the SEC or a state?**
Conestoga Wealth Partners is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 301964.

**Does Conestoga 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/301964

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [conestogawealth.com](https://conestogawealth.com)
- Facebook @conestogawealthpartners
- YouTube @UCqWcxIl41m249Gz22ze798A

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Conestoga Wealth Partners (CRD 301964): Form ADV filing data as of October 2026.