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FIDUCIARY WEALTH PARTNERS, LLC

CRD 160696 · SEC 801-73067

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2310 WASHINGTON STREET, 3RD FLOOR, NEWTON LOWER FALLS, MA, 02462, United States

Phone

617-602-1900

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.54B

Discretionary AUM

$1.34B

Team

10 total employees; 8 advisory reps; 10 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING SERVICES

Client types

TypeClientsAUM
High net worth individuals109$1.32B
Charitable organizations7$222.5M

States served

MA, MI, NY, NH, FL

All web addresses on file

Official SEC filing: View on IAPD