Fiduciary Wealth Partners, LLC
Firm details
- Headquarters
- Newton Lower Falls, Massachusetts
- CRD number
- 160696
- Registered since
- January 27, 2012
- Website
- fwpwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.16%
- Charitable Organizations14.41%
- Corporations / Businesses0.43%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Fiduciary Wealth Partners, LLC is an independent registered investment adviser that has been SEC-registered since 2012. Structured as an LLC with individual ownership, the firm describes itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers and managers. Fee arrangements include percentage-of-AUM billing and fixed fees. The firm identifies as an active ESG investor and positions itself to build portfolios that combine managed public funds with allocations to external alternative managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Cash & Cash Equivalents14%
- Exchange Traded Equities9%
- State & Local Bonds9%
Contacts
3 of 7
Erik Marr
Registered RepresentativeCRD 5655050
Ralph Wetmore
PartnerCRD 7064294
Preston Mcswain
Managing Partner and FounderCRD 2320744
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$155M in ETFs
99%
$154M
1%
$930K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $54.7M | 79,623 | 35.29% |
Location
Newton Lower Falls, MA
Middlesex
Location
Newton Lower Falls, MA
Headquartered in Newton Lower Falls, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 2310 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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