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| A&M Private Wealth Partners LLC
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|---|---|
| CRD # | 331478 |
| SEC # | 801-130473 |
| CIK # | 0002109121 |
| AUM | 1,832.7 M (2026-03-24) |
| Employees | 28 (82% Investors, 0% Brokers) |
| Phone | 561-268-0900 |
| Address | 300 Banyan Blvd West Palm Beach, FL 33401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002109121 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 36.5 | ||
| United Technologies Corp /DE/ | 33.9 | ||
| Microsoft Corp | 29.1 | ||
| Visa Inc | 26.5 | ||
| World Currency Gold Trust | 22.2 | ||
| Texas Pacific Land Corp | 8.6 | ||
| Apple Inc | 7.8 | ||
| Nvidia Corp | 7.7 | ||
| iShares Comex Gold Trust | 5.7 | ||
| Amazon Com Inc | 4.1 | ||
| Broadcom Inc | 3.7 | ||
| J P Morgan Chase & Co | 2.8 | ||
| Alphabet Inc | 2.6 | ||
| Facebook Inc | 2.4 | ||
| Lilly Eli & Co | 1.6 | ||
| Tesla Motors Inc | 1.5 | ||
| Prev | Page 1 | Next | |||
| 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) | 34 | 970.0 |
| (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 | 55.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 25.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 781.6 |
| (n) Other | 0 | 0.0 |
| Total | 250 | 1,832.7 |
| By Discretionary | ||
| Discretionary | 187 | 1,653.6 |
| Non-Discretionary | 63 | 179.1 |
| Total | 250 | 1,832.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,832.7 | |
| Total | 250 | 1,832.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109121] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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VA | 1,837.2 M |
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MD | 1,821.8 M |
|
Heitman Real Estate Securities LLC
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IL | 1,821.4 M |
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Strategic Investment Advisors LLC
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MI | 1,816.3 M |
|
Financial Synergies Wealth Advisors Inc
✚
|
TX | 1,811.3 M |