# Indivisible Partners

> 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.

- CRD: 332431
- Filed as: INDIVISIBLE PARTNERS
- 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)
- Location: Clearwater, FL
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332431
- AdvisorCensus page: https://advisorcensus.com/firm/indivisible-partners-clearwater-fl-332431

## Quick answers

**How 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

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- 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: $2,079,652,688
- Discretionary: $2,074,163,115
- Non-discretionary: $5,489,573

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 214 | $85,788,810 |
| High net worth individuals | 320 | $1,518,592,048 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $13,153,920 |
| Charitable organizations | 16 | $2,898,457 |
| Corporations or other businesses not listed above | 112 | $459,219,453 |

### 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)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 24 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, CO, CT, FL, GA, IL, LA, MA, MD, MO, NC, NH, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Birmingham, AL
- Golden, CO
- Hazlet, NJ
- Plano, TX
- Rochester, NY

### Websites listed on Form ADV (Item 1.I)
- indivisible.com
- khprivatewealth.com
- linkedin.company/INDIVISIBLEPARTNERS/POSTS
- ridewealthpartners.com
- sanwealthpartners.com
- somersetadvisory.com
- woodringleroy.indivisible.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $421,326,222 | 11 | July 3, 2025 |
| October 2026 | $2,079,652,688 | 24 | September 22, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Indivisible Partners (CRD 332431): Form ADV filing data as of October 2026.