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| Fiduciary Wealth Partners LLC
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|---|---|
| CRD # | 160696 |
| SEC # | 801-73067 |
| CIK # | 0001666504 |
| AUM | 1,544.4 M (2026-03-06) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 617-602-1900 |
| Address | 2310 Washington Street Newton Lower Falls, MA 02462 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 4.4 | |
| Microsoft Corp | 2.7 | |
| Amazon Com Inc | 1.9 | |
| Voyager Technologies Inc/DE | 1.8 | |
| Nvidia Corp | 1.4 | |
| J P Morgan Chase & Co | 1.1 | |
| Alphabet Inc | 1.1 | |
| Johnson & Johnson | 0.6 | |
| General Dynamics Corp | 0.6 | |
| Waste Management Inc | 0.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 109 | 1,315.2 |
| (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 | 7 | 222.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 6.7 |
| (n) Other | 0 | 0.0 |
| Total | 492 | 1,544.4 |
| By Discretionary | ||
| Discretionary | 294 | 1,343.4 |
| Non-Discretionary | 198 | 201.0 |
| Total | 492 | 1,544.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,544.4 | |
| Total | 492 | 1,544.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001666504] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 10 |
| Serves | Institutional, Retail |
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|---|---|---|
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