# Fiduciary Wealth Partners, LLC

> 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.

- CRD: 160696
- Filed as: FIDUCIARY WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newton Lower Falls, MA
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160696
- AdvisorCensus page: https://advisorcensus.com/firm/fiduciary-wealth-partners-llc-newton-lower-falls-ma-160696

## Quick answers

**How is Fiduciary Wealth Partners, LLC compensated?**
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).

**Where is Fiduciary Wealth Partners, LLC located?**
Fiduciary Wealth Partners, LLC's principal office is in Newton Lower Falls, MA, according to its Form ADV.

**Is Fiduciary Wealth Partners, LLC registered with the SEC or a state?**
Fiduciary Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160696.

**How much does Fiduciary Wealth Partners, LLC manage?**
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).

**How have Fiduciary Wealth Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Fiduciary Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (109); charitable organizations (7).

**Which custodians does Fiduciary Wealth Partners, LLC use?**
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.

**Does Fiduciary 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 SEC record: https://adviserinfo.sec.gov/firm/summary/160696

**Does Fiduciary Wealth Partners, LLC state an account minimum?**
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."

**What changed in Fiduciary Wealth Partners, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: None

> FWP does not impose a minimum portfolio size or minimum annual fee as a condition for starting and maintaining a relationship with FWP.

- Minimum annual fee: None

> FWP does not impose a minimum portfolio size or minimum annual fee as a condition for starting and maintaining a relationship with FWP.

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial 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: $1,544,425,644
- Discretionary: $1,343,385,153
- Non-discretionary: $201,040,491

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 109 | $1,315,164,333 |
| Charitable organizations | 7 | $222,547,037 |
| Corporations or other businesses not listed above | Fewer than 5 | $6,714,274 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 10 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, MI, NH, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fwp.partners
- fwpwealth.com
- Facebook @FIDUCIARYWEALTHPARTNERS
- LinkedIn @9187930
- X @FWPARTNER

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,068,476,095 | 5 | March 29, 2021 |
| October 2022 | $1,476,291,437 | 6 | June 10, 2022 |
| October 2023 | $1,262,784,992 | 6 | March 31, 2023 |
| October 2024 | $1,325,354,360 | 8 | March 29, 2024 |
| October 2025 | $1,396,302,564 | 9 | March 31, 2025 |
| October 2026 | $1,544,425,644 | 10 | October 1, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fiduciary Wealth Partners, LLC (CRD 160696): Form ADV filing data as of October 2026.