{
  "crd_number": 160696,
  "slug": "fiduciary-wealth-partners-llc-newton-lower-falls-ma-160696",
  "primary_business_name": "FIDUCIARY WEALTH PARTNERS, LLC",
  "legal_name": "FIDUCIARY WEALTH PARTNERS, LLC",
  "dbas": [],
  "city": "Newton Lower Falls",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-01-27",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-10-01",
  "carried_forward": false,
  "raum_total": 1544425644.0,
  "raum_discretionary": 1343385153.0,
  "raum_non_discretionary": 201040491.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 10,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 222547037.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 1315164333.0,
      "count": 109
    },
    "corporations_other_businesses": {
      "raum": 6714274.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MA",
    "MI",
    "NH",
    "NY"
  ],
  "websites": [
    "https://facebook.com/FIDUCIARYWEALTHPARTNERS",
    "https://fwp.partners",
    "https://fwpwealth.com",
    "https://linkedin.com/COMPANY/9187930",
    "https://twitter.com/FWPARTNER"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160696",
  "city_as_filed": "NEWTON LOWER FALLS",
  "url": "https://advisorcensus.com/firm/fiduciary-wealth-partners-llc-newton-lower-falls-ma-160696",
  "display_name": "Fiduciary Wealth Partners, LLC",
  "summary": "Fiduciary Wealth Partners, LLC is an SEC-registered investment advisory firm in Newton Lower Falls, MA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026.",
  "citation": "AdvisorCensus. Fiduciary Wealth Partners, LLC (CRD 160696): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Fiduciary Wealth Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fiduciary Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Fiduciary Wealth Partners, LLC located?",
      "a": "Fiduciary Wealth Partners, LLC's principal office is in Newton Lower Falls, MA, according to its Form ADV."
    },
    {
      "q": "Is Fiduciary Wealth Partners, LLC registered with the SEC or a state?",
      "a": "Fiduciary Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160696."
    },
    {
      "q": "How much does Fiduciary Wealth Partners, LLC manage?",
      "a": "Fiduciary Wealth Partners, LLC reports $1,544,425,644 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (87% discretionary)."
    },
    {
      "q": "How have Fiduciary Wealth Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Fiduciary Wealth Partners, LLC: Regulatory assets under management: $1,068,476,095 in the October 2021 data and $1,544,425,644 in the October 2026 data, up 45%. Total employees: 5 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Fiduciary Wealth Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (109); charitable organizations (7)."
    },
    {
      "q": "Which custodians does Fiduciary Wealth Partners, LLC use?",
      "a": "Fiduciary Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Fiduciary Wealth Partners, LLC 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/160696"
    },
    {
      "q": "Does Fiduciary Wealth Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 6, 2026 says: \"FWP does not impose a minimum portfolio size or minimum annual fee as a condition for starting and maintaining a relationship with FWP.\""
    },
    {
      "q": "What changed in Fiduciary Wealth Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,396,302,564 to $1,544,425,644 (+11%). Employees performing advisory functions went from 7 to 8."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1068476095.0,
      "total_employees": 5,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1476291437.0,
      "total_employees": 6,
      "filing_date": "2022-06-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1262784992.0,
      "total_employees": 6,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1325354360.0,
      "total_employees": 8,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1396302564.0,
      "total_employees": 9,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1544425644.0,
      "total_employees": 10,
      "filing_date": "2026-10-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,396,302,564 to $1,544,425,644 (+11%).",
        "Employees performing advisory functions went from 7 to 8."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 6, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "FWP does not impose a minimum portfolio size or minimum annual fee as a condition for starting and maintaining a relationship with FWP."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "FWP does not impose a minimum portfolio size or minimum annual fee as a condition for starting and maintaining a relationship with FWP."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": 0.0,
      "planning": []
    },
    "quotes": [
      "FWP does not impose a minimum portfolio size or minimum annual fee as a condition for starting and maintaining a relationship with FWP.",
      "FWP does not impose a minimum portfolio size or minimum annual fee as a condition for starting and maintaining a relationship with FWP."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL 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/fiduciary-wealth-partners-llc-newton-lower-falls-ma-160696.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 109,
      "fewer_than_5": false,
      "raum": 1315164333.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 222547037.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 6714274.0
    }
  ],
  "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/160696",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}