# Penn Portfolio Partners LLC

> Penn Portfolio Partners LLC is a state-registered investment advisory firm in Telford, PA, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated January 28, 2026.

- CRD: 333736
- Filed as: PENN PORTFOLIO PARTNERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Telford, PA
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333736
- AdvisorCensus page: https://advisorcensus.com/firm/penn-portfolio-partners-llc-telford-pa-333736

## Quick answers

**How is Penn Portfolio Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Penn Portfolio Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Penn Portfolio Partners LLC located?**
Penn Portfolio Partners LLC's principal office is in Telford, PA, according to its Form ADV.

**Is Penn Portfolio Partners LLC registered with the SEC or a state?**
Penn Portfolio Partners LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333736.

**Does Penn Portfolio 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333736

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pennportfolio.com
- LinkedIn @penn-portfolio-partners-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Penn Portfolio Partners LLC (CRD 333736): Form ADV filing data as of October 2026.