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PRIVATE PORTFOLIO PARTNERS, LLC

PARAMUS, NJ · CRD 165616 · IAPD ↗ · fairway-wealth.com · 201-939-6644

$1.05BRegulatory AUM
19Advisory reps
28Employees
0Clients
1-10Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
July 2025 — PRIVATE PORTFOLIO PARTNERS, LLC (PARAMUS, NJ) left the SEC roster (was $1.05B RAUM, 19 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
85
April 2025 — PRIVATE PORTFOLIO PARTNERS, LLC crossed $1B in regulatory AUM ($899.9M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
August 2024 — PRIVATE PORTFOLIO PARTNERS, LLC changed its website from archwaywealth.com to fairway-wealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2024 — PRIVATE PORTFOLIO PARTNERS, LLC shrank from 27 to 19 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.