# Courtside Wealth Partners LLC

> Courtside Wealth Partners LLC is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 332257
- Filed as: COURTSIDE WEALTH PARTNERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332257
- AdvisorCensus page: https://advisorcensus.com/firm/courtside-wealth-partners-llc-332257

## Quick answers

**How is Courtside Wealth Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Courtside Wealth Partners LLC 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.

**Is Courtside Wealth Partners LLC registered with the SEC or a state?**
Courtside Wealth Partners LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 332257.

**How much does Courtside Wealth Partners LLC manage?**
Courtside Wealth Partners LLC reports $2,733,760 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary).

**What types of clients does Courtside Wealth Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6).

**Does Courtside Wealth Partners LLC 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/332257

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,733,760
- Discretionary: $2,733,760
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,733,760 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [courtsidewealth.com](https://courtsidewealth.com)
- Instagram @courtsidewealth
- LinkedIn @courtside-wealth-partners

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Courtside Wealth Partners LLC (CRD 332257): Form ADV filing data as of October 2026.