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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| A&M Private Wealth Partners LLC
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|---|---|
| CRD # | 331478 |
| SEC # | 801-130473 |
| CIK # | |
| AUM | $1.6 B (2025-07-02) |
| Employees | 21 (71% Investors, 0% Brokers) |
| Phone | 561-268-0900 |
| Address | 300 Banyan Blvd West Palm Beach, FL 33401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 12 | 1,274.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 26.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 265.7 |
| (n) Other | 0 | 0.0 |
| Total | 150 | 1,566.2 |
| By Discretionary | ||
| Discretionary | 138 | 1,288.9 |
| Non-Discretionary | 12 | 277.3 |
| Total | 150 | 1,566.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,566.2 | |
| Total | 150 | 1,566.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ethos Financial Group LLC
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|
PA | 1.6 |
|
Wealthplan Investment Management LLC
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|
NE | 1.6 |
|
Schaper Benz & Wise Investment Counsel Inc
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|
WI | 1.6 |
|
Financial Security Advisory Inc
✚
|
VA | 1.6 |
|
Financial Synergies Wealth Advisors Inc
✚
|
TX | 1.6 |
|
XP Advisory US Inc
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|
FL | 1.6 |
|
Marco Investment Management LLC
✚
|
GA | 1.6 |
|
Rebalance LLC
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|
CA | 1.6 |
|
TIDE Cycle Resources LLC
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|
NH | 1.6 |
|
Inscription Capital LLC
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|
TX | 1.6 |