← Back to searchVisit website
ALMANACK INVESTMENT PARTNERS
ALMANACK INVESTMENT PARTNERS, LLC
CRD 282428 · SEC 801-107186
656 E SWEDESFORD ROAD, SUITE 301, WAYNE, PA, 19087, United States
Phone
484-580-2277
Fax
610-239-2234
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$945.9M
Discretionary AUM
$769.1M
Team
24 total employees; 13 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 272 | $71.8M |
| High net worth individuals | 114 | $634.3M |
| Pooled investment vehicles | 5 | $59.8M |
| Charitable organizations | 20 | $7.8M |
| Corporations/business entities | 15 | $172.2M |
States served
AZ, CA, CO, DE, DC, IL, KY, LA, MD, MA, NJ, NY, NC, OH, PA, SC, TN, VA, WA, TX, NH, CT, FL
All web addresses on file
- HTTPS://WWW.WHITEKNIGHTCAPITAL.NET
- HTTPS://WWW.LINKEDIN.COM/COMPANY/ALMANACK-INVESTMENT-PARTNERS-LLC/
- HTTPS://WWW.FACEBOOK.COM/JUNTOWELATH
- HTTPS://WWW.FACEBOOK.COM/WHITEKNIGHTCAPITAL.NET
- https://twitter.com/eric_viavattene
- https://phxwealth.com/
- https://www.linkedin.com/company/phoenix-wealth-management-pllc/
- HTTPS://TWITTER.COM/JUNTOWEALTH
- HTTPS://WWW.JUNTOWEALTH.COM
- https://www.facebook.com/people/Phoenix-Wealth/61555765387340/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/JUNTOWEALTH
- HTTPS://WWW.ALMANACKIP.COM
- https://redwoodwmg.com/
- https://www.linkedin.com/company/redwoodwmg/about/
- https://www.youtube.com/@RedwoodWMG
- https://www.facebook.com/redwoodwmg
Official SEC filing: View on IAPD