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A&M PRIVATE WEALTH PARTNERS, LLC

WEST PALM BEACH, FL · CRD 331478 · IAPD ↗ · ampwp.com · 561-268-0900

$1.83BRegulatory AUM
23Advisory reps
28Employees
0Clients
11-25Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — A&M PRIVATE WEALTH PARTNERS, LLC notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — A&M PRIVATE WEALTH PARTNERS, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
78
April 2026 — A&M PRIVATE WEALTH PARTNERS, LLC grew from 15 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
August 2025 — A&M PRIVATE WEALTH PARTNERS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
August 2025 — A&M PRIVATE WEALTH PARTNERS, LLC crossed $1B in regulatory AUM ($760.6M -> $1.57B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
April 2025 — A&M PRIVATE WEALTH PARTNERS, LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2025 — A&M PRIVATE WEALTH PARTNERS, LLC moved its main office from PALM BEACH GARDENS, FL to WEST PALM BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2025 — A&M PRIVATE WEALTH PARTNERS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2025 — A&M PRIVATE WEALTH PARTNERS, LLC now reports custody of client assets ($459.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2025 — A&M PRIVATE WEALTH PARTNERS, LLC crossed $500M in regulatory AUM ($103.2M -> $760.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
72
April 2025 — A&M PRIVATE WEALTH PARTNERS, LLC grew from 11 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
February 2025 — A&M PRIVATE WEALTH PARTNERS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
November 2024 — A&M PRIVATE WEALTH PARTNERS, LLC notice-filed in CA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
November 2024 — A&M PRIVATE WEALTH PARTNERS, LLC moved its main office from WEST PALM BEACH, FL to PALM BEACH GARDENS, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
November 2024 — A&M PRIVATE WEALTH PARTNERS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
75
November 2024 — A&M PRIVATE WEALTH PARTNERS, LLC grew from 1 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
44
October 2024 — A&M PRIVATE WEALTH PARTNERS, LLC notice-filed in GA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
October 2024 — A&M PRIVATE WEALTH PARTNERS, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
July 2024 — A&M PRIVATE WEALTH PARTNERS, LLC (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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