AC Wealth Partners

RIASEC Registered

Total AUM

$1.1B

Discretionary

$859M

80% of AUM

Avg account

$332K

Accounts

3,219

Employees

Advisory reps

Firm details

Headquarters: Berwyn, Pennsylvania
CRD number: 326708
Registered since: May 22, 2023
Website: www.ategenoscapital.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Other57.97%
HNWI24.86%
Individuals9.53%
Pension & Profit Sharing Plans7.64%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

AC Wealth Partners is an institutional registered investment adviser organized as a limited liability company and registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional accounts, acting as a capital allocator that blends advisory and delegated portfolio management. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, manager selection, and the publication of periodicals or newsletters. Fee arrangements combine percentage-of-AUM and fixed-fee structures. The firm identifies as an active ESG investor and maintains business relationships across the financial services ecosystem, including affiliations with broker-dealers, other investment advisers, commodity pool/CTA structures, insurance companies, and sponsors or general partners of pooled vehicles.