AC WEALTH PARTNERS

ATEGENOS CAPITAL, LLC

CRD 326708 · SEC 801-128024

Visit website

1000 CHESTERBROOK BOULEVARD, SUITE 102, BERWYN, PA, 19312, United States

Phone

1-800-461-3205

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.07B

Discretionary AUM

$859.2M

Team

13 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals

Client types

Type	Clients	AUM
Individuals	271	$101.9M
High net worth individuals	98	$265.8M
Pension/profit sharing plans	57	$81.7M

States served

VT, AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, CT, FL, SD

All web addresses on file

https://www.acwealthpartners.com
https://www.linkedin.com/company/ac-wealth-partners/

Official SEC filing: View on IAPD