{
  "crd_number": 332431,
  "slug": "indivisible-partners-clearwater-fl-332431",
  "primary_business_name": "INDIVISIBLE PARTNERS",
  "legal_name": "INDIVISIBLE PARTNERS, LLC",
  "dbas": [
    "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"
  ],
  "city": "Clearwater",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-11-01",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-09-22",
  "carried_forward": false,
  "raum_total": 2079652688.0,
  "raum_discretionary": 2074163115.0,
  "raum_non_discretionary": 5489573.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 24,
  "advisory_employees": 13,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 2898457.0,
      "count": 16
    },
    "individuals": {
      "raum": 85788810.0,
      "count": 214
    },
    "pension_profit_sharing": {
      "raum": 13153920.0,
      "count": 14
    },
    "high_net_worth_individuals": {
      "raum": 1518592048.0,
      "count": 320
    },
    "corporations_other_businesses": {
      "raum": 459219453.0,
      "count": 112
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "LA",
    "MA",
    "MD",
    "MO",
    "NC",
    "NH",
    "NJ",
    "NY",
    "PA",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://indivisible.com",
    "https://khprivatewealth.com",
    "https://linkedin.company/INDIVISIBLEPARTNERS/POSTS",
    "https://ridewealthpartners.com",
    "https://sanwealthpartners.com",
    "https://somersetadvisory.com",
    "https://woodringleroy.indivisible.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332431",
  "city_as_filed": "CLEARWATER",
  "url": "https://advisorcensus.com/firm/indivisible-partners-clearwater-fl-332431",
  "display_name": "Indivisible Partners",
  "summary": "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.",
  "citation": "AdvisorCensus. Indivisible Partners (CRD 332431): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Indivisible Partners compensated?",
      "a": "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."
    },
    {
      "q": "Where is Indivisible Partners located?",
      "a": "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)."
    },
    {
      "q": "Is Indivisible Partners registered with the SEC or a state?",
      "a": "Indivisible Partners is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332431."
    },
    {
      "q": "How much does Indivisible Partners manage?",
      "a": "Indivisible Partners reports $2,079,652,688 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary)."
    },
    {
      "q": "How have Indivisible Partners' assets and staff changed since 2025?",
      "a": "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."
    },
    {
      "q": "What types of clients does Indivisible Partners serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Indivisible Partners use?",
      "a": "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."
    },
    {
      "q": "Does Indivisible Partners 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/332431"
    },
    {
      "q": "What changed in Indivisible Partners' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added the business name Consiglio Advisors."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 421326222.0,
      "total_employees": 11,
      "filing_date": "2025-07-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2079652688.0,
      "total_employees": 24,
      "filing_date": "2026-09-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added the business name Consiglio Advisors."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Added the business name FMB Wealth Management.",
        "Added the business name FMB Retirement Services.",
        "Added the business name Achieve Wealth Partners."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Regulatory assets under management went from $1,546,665,076 to $2,079,652,688 (+34%)."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 13."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Registered or notice-filed in MD."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in CT, MA, PA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "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/indivisible-partners-clearwater-fl-332431.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 214,
      "fewer_than_5": false,
      "raum": 85788810.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 320,
      "fewer_than_5": false,
      "raum": 1518592048.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 13153920.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 16,
      "fewer_than_5": false,
      "raum": 2898457.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 112,
      "fewer_than_5": false,
      "raum": 459219453.0
    }
  ],
  "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/332431",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}