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| Keyboard |
| Structure Wealth Partners LLC
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|---|---|
| CRD # | 338538 |
| SEC # | 801-134736 |
| CIK # | |
| AUM | 68.2 M (2026-03-26) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 407-739-5094 |
| Address | 450 S Orange Ave Orlando, FL 32801 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 10.8 |
| (b) Individuals (high net worth individuals) | 19 | 48.5 |
| (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 | 2.0 |
| (h) Charitable organizations | 0 | 5.2 |
| (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 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 131 | 68.2 |
| By Discretionary | ||
| Discretionary | 131 | 68.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 131 | 68.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 68.2 | |
| Total | 131 | 68.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Percent Advisors LLC
✚
|
NY | 70.0 M |
|
IBN Advisory Services Inc
✚
|
NY | 69.8 M |
|
Marin Wealth Advisors LLC
✚
|
CA | 69.4 M |
|
Tanaka Capital Management Inc
✚
|
CT | 69.4 M |
|
Capital Management Associates Inc
✚
|
MN | 68.7 M |
|
Santara Wealth Management LLC
✚
|
CA | 68.7 M |
|
Peak Altitude Partners LP
✚
|
NY | 68.1 M |
|
Black Hill Capital Partners LLC
✚
|
CA | 67.7 M |
|
Vanquour LLC
✚
|
NY | 67.0 M |
|
Clarion Call Capital LLC
✚
|
NY | 66.5 M |