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AC WEALTH PARTNERS

BERWYN, PA · CRD 326708 · IAPD ↗ · acwealthpartners.com · 1-800-461-3205

$1.07BRegulatory AUM
3Advisory reps
13Employees
1Clients
1-10Planning clients
0Private funds
49States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — AC WEALTH PARTNERS shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
85
April 2026 — AC WEALTH PARTNERS crossed $1B in regulatory AUM ($466.4M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
February 2026 — AC WEALTH PARTNERS changed its website from ategenoscapital.com to acwealthpartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
February 2026 — ATEGENOS CAPITAL, LLC is now doing business as AC WEALTH PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
73
April 2025 — ATEGENOS CAPITAL, LLC reported RAUM up 257% ($130.6M -> $466.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2025 — ATEGENOS CAPITAL, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
50
February 2025 — ATEGENOS CAPITAL, LLC notice-filed in AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
February 2024 — ATEGENOS CAPITAL, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance

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