FIDUCIARY WEALTH PARTNERS, LLC

Overview

Fiduciary Wealth Partners, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2012. The firm serves both individuals/families and institutional clients, charging advisory fees that combine a percentage of assets under management with fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. The firm identifies as a capital allocator and flags itself as an active ESG investor. Regulatory and business-classification details indicate the adviser is not a multi-state or newly formed adviser, and it does not operate as a pension consultant or related adviser to another registered entity. Its LLC structure and owner-type classification suggest a relatively compact leadership footprint managing client relationships and manager selection.

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Public Holdings

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Location & Offices