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A&M PRIVATE WEALTH PARTNERS, LLC
CRD 331478 · SEC 801-130473
300 BANYAN BLVD, 10TH FLOOR, WEST PALM BEACH, FL, 33401, United States
Phone
561-268-0900
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.83B
Discretionary AUM
$1.65B
Team
28 total employees; 23 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 34 | $970.0M |
| Corporations/business entities | 9 | $781.6M |
States served
CA, DE, GA, MT, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD