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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fiduciary Wealth Partners LLC
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|---|---|
| CRD # | 160696 |
| SEC # | 801-73067 |
| CIK # | 0001666504 |
| AUM | $1.4 B (2025-03-31) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 617-602-1900 |
| Address | 2310 Washington Street Newton Lower Falls, MA 02462 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.3 | ||
| Microsoft Corp | 1.9 | ||
| Nvidia Corp | 1.6 | ||
| Home Depot Inc | 1.6 | ||
| Perkinelmer Inc | 0.9 | ||
| International Business Machines Corp | 0.7 | ||
| Alphabet Inc | 0.7 | ||
| Intuit Inc | 0.6 | ||
| Amazon Com Inc | 0.6 | ||
| Facebook Inc | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 102 | 1,205.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 189.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 459 | 1,396.3 |
| By Discretionary | ||
| Discretionary | 253 | 1,200.8 |
| Non-Discretionary | 206 | 195.5 |
| Total | 459 | 1,396.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,396.3 | |
| Total | 459 | 1,396.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001666504] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stephens Group Asset Management LLC
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|
AR | 1.4 |
|
HHM Wealth Advisors LLC
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|
TN | 1.4 |
|
Brandywine Oak Private Wealth LLC
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PA | 1.4 |
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Petredis Investment Advisors LLC
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PA | 1.4 |
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MT Asset Management LLC
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NJ | 1.4 |
|
LRI Investments LLC
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FL | 1.4 |
|
Bouchey Financial Group Ltd
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NY | 1.4 |
|
Maren Capital LLC
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|
IL | 1.4 |
|
Penobscot Investment Management Company Inc
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|
MA | 1.4 |
|
PER Stirling Capital Management LLC
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|
TX | 1.4 |