| Name | Title | Ownership | Since |
|---|---|---|---|
| Alvarez & Marsal Inc. Control | Member | Over 75% | 2024 |
| Brian Michael Oard Control | Managing Director | Under 5% | 2024 |
| Elizabeth Nmn King Control | Managing Director | Under 5% | 2024 |
A&m Private Wealth Partners, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
A&m Private Wealth Partners, LLC reports 21 employees.
A&m Private Wealth Partners, LLC is based in West Palm Beach, FL and has been SEC-registered since 2024.
A&m Private Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 300 Banyan Blvd, 10th Floor, West Palm Beach, FL 33401 |
| Phone | 561-268-0900 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2109121 |
| Discloses disciplinary history | No |
| Discretionary | $1.29B |
| Non-discretionary | $277.3M |
| Total (RAUM) | $1.57B |