Authentic Wealth Partners LLC
Firm details
- Headquarters
- Culpeper, Virginia
- CRD number
- 343757
- Registered since
- August 27, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Authentic Wealth Partners LLC is an LLC-structured, SEC-registered investment adviser that began registration in 2026 and is owned by an individual. The firm is categorized as an unclassified, newly formed adviser and is not listed as a capital allocator. According to the regulatory snapshot, its advisory scope centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm’s fee arrangements can include a percentage of assets under management, hourly charges, and fixed fees. The registration data indicate Authentic Wealth Partners LLC is not flagged as an active ESG investor and is not registered as a multi-state adviser. Although pension consulting appears among the firm’s listed advisory activities, the registration metadata does not designate it as a pension consultant role in other fields, which suggests pension work may be offered on a limited or ancillary basis.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Bobbie Bascombe
CEO, Wealth ConsultantCRD 4637552
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Culpeper, VA
Culpeper
Location
Culpeper, VA
Headquartered in Culpeper, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Culpeper
- Address
- 201 Waters Pl
- Time zone
- ET (UTC-5)
- Office locations
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