AdvisorCensus / Financial advisors / Florida / Tampa / Indivisible Partners
Indivisible Partners
Filed as INDIVISIBLE PARTNERS · Legal name Indivisible Partners, LLC
Indivisible Partners is an SEC-registered investment advisory firm in Clearwater, FL, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 22, 2026.
Quick answers
From the filingHow is Indivisible Partners compensated?
On its Form ADV (Item 5.E, October 2026), Indivisible Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Indivisible Partners located?
Indivisible Partners' principal office is in Clearwater, FL, according to its Form ADV; the October 2026 filing also lists 5 other offices (Schedule D, Section 1.F).
Is Indivisible Partners registered with the SEC or a state?
Indivisible Partners is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332431.
How much does Indivisible Partners manage?
Indivisible Partners reports $2,079,652,688 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).
How have Indivisible Partners' assets and staff changed since 2025?
In the Form ADV data for Indivisible Partners: Regulatory assets under management: $421,326,222 in the October 2025 data and $2,079,652,688 in the October 2026 data, up 394%. Total employees: 11 in October 2025 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Indivisible Partners serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (320); individuals (other than high net worth individuals) (214); corporations or other businesses not listed above (112).
Which custodians does Indivisible Partners use?
Indivisible Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Indivisible 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/332431
What changed in Indivisible Partners' recent Form ADV filings?
In the October 2026 filing data: Added the business name Consiglio Advisors.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated August 3, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$2,079,652,688 as of October 2026, filing dated September 22, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Indivisible Partners, LLC
- Also doing business as
- ACHIEVE WEALTH PARTNERS, ALIGNED PRIVATE WEALTH, CONSIGLIO ADVISORS, FMB RETIREMENT SERVICES, FMB WEALTH MANAGEMENT, KH PRIVATE WEALTH, RIDE WEALTH PARTNERS, SANWEALTH PARTNERS, SOMERSET ADVISORY, WOODRING | LEROY CAPITAL ADVISORS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (1 year)
- Employees
- Total: 24. Performing investment advisory functions: 13.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
5 other offices, as of the October 2026 filing
- States registered or notice-filed
-
19 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,079,652,688 | 24 | September 22, 2026 |
| October 2025 | $421,326,222 | 11 | July 3, 2025 |
Regulatory assets under management: $421,326,222 in the October 2025 data and $2,079,652,688 in the October 2026 data, up 394%.
Total employees: 11 in October 2025 and 24 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Added the business name Consiglio Advisors.
- August 2026
- Added the business name FMB Wealth Management.
- Added the business name FMB Retirement Services.
- Added the business name Achieve Wealth Partners.
- June 2026
- Regulatory assets under management went from $1,546,665,076 to $2,079,652,688 (+34%).
- May 2026
- No longer lists the business name Somerset Advisory LLC.
- No longer lists the business name Sanwealth Partners LLC.
- Added the business name Somerset Advisory.
- Added the business name Sanwealth Partners.
- Added the business name Aligned Private Wealth.
- April 2026
- Employees performing advisory functions went from 3 to 13.
- March 2026
- Registered or notice-filed in MD.
- February 2026
- Regulatory assets under management went from $421,326,222 to $1,546,665,076 (+267%).
- Added the business name KH Private Wealth.
- Added an office in Birmingham, AL.
- Added an office in Golden, CO.
- Added an office in Hazlet, NJ.
- Added an office in Plano, TX.
- Added an office in Rochester, NY.
- No longer lists an office in Pittsford, NY.
- December 2025
- Registered or notice-filed in CT, MA, PA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Indivisible Partners (CRD 332431): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/indivisible-partners-clearwater-fl-332431