Authentic Wealth Partners LLC

RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Bobbie Bascombe

    Bobbie Bascombe

    CEO, Wealth ConsultantCRD 4637552

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth