Structure Wealth Partners LLC

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Assets, Funds, Holdings

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Structure Wealth Partners LLC
CRD #338538
SEC #801-134736
CIK #
AUM $68.2 M (2026-03-26)
Employees 2 (50% Investors, 0% Brokers)
Phone407-739-5094
Address450 S Orange Ave
Orlando, FL 32801
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
705642281402010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 23 10.8
(b) Individuals (high net worth individuals) 19 48.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 2.0
(h) Charitable organizations 0 5.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 1.7
(n) Other 0 0.0
Total 131 68.2
By Discretionary
Discretionary 131 68.2
Non-Discretionary 0 0.0
Total 131 68.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 68.2
Total 131 68.2
Comparable Firms State AUM ($B)
Percent Advisors LLC
NY 0.1
IBN Advisory Services Inc
NY 0.1
Marin Wealth Advisors LLC
CA 0.1
Tanaka Capital Management Inc
CT 0.1
Capital Management Associates Inc
MN 0.1
Santara Wealth Management LLC
CA 0.1
Peak Altitude Partners LP
NY 0.1
Black Hill Capital Partners LLC
CA 0.1
Vanquour LLC
NY 0.1
Clarion Call Capital LLC
NY 0.1
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