| Name | Title | Ownership | Since |
|---|---|---|---|
| Erik Robert Marr Control | Cco | Under 5% | 2016 |
| James Keen Cornell Control | Managing Partner | Under 5% | 2015 |
| Preston Daniel McSwain Control | Managing Partner | Over 75% | 2012 |
Fiduciary Wealth Partners, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
Fiduciary Wealth Partners, LLC reports 9 employees.
Fiduciary Wealth Partners, LLC is based in Newton Lower Falls, MA and has been SEC-registered since 2012.
Fiduciary Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2310 Washington Street, 3rd Floor, Newton Lower Falls, MA 02462 |
| Phone | 617-602-1900 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.2B |
| Non-discretionary | $195.5M |
| Total (RAUM) | $1.4B |