NOTTINGHAM WEALTH PARTNERS, INC.
SYRACUSE, NY · CRD 306971 · IAPD ↗ · 561-472-2312
$80.5MRegulatory AUM
3Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status
Filing changes
25
April 2025 — NOTTINGHAM WEALTH PARTNERS, INC. changed its website from onegroupwealthpartners.com to nottinghamwealthpartners.com.
Marketing & brand
45
April 2025 — NOTTINGHAM WEALTH PARTNERS, INC. reported RAUM down 29% ($92.9M -> $65.6M).
M&A & valuationRecruiting & transitions
50
April 2025 — NOTTINGHAM WEALTH PARTNERS, INC. shrank from 4 to 2 advisory reps.
Recruiting & transitionsM&A & valuation
55
April 2025 — ONEGROUP WEALTH PARTNERS, INC. is now doing business as NOTTINGHAM WEALTH PARTNERS, INC..
Marketing & brandCRM
42
April 2024 — ONEGROUP WEALTH PARTNERS, INC. notice-filed in NH.
ComplianceMarketing & brand
50
April 2024 — ONEGROUP WEALTH PARTNERS, INC. added office(s): 5 -> 6 additional locations.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — ONEGROUP WEALTH PARTNERS, INC. reports 1-10 financial-planning clients, up from 0.
Financial planning software
70
April 2024 — ONEGROUP WEALTH PARTNERS, INC. reported RAUM up 150% ($37.2M -> $92.9M).
Portfolio / reporting / TAMPCRMFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.