FIDUCIARY WEALTH PARTNERS, LLC

2310 Washington Street
3rd Floor
Newton Lower Falls, Massachusetts 02462
Tel: 617-602-1900

About FIDUCIARY WEALTH PARTNERS, LLC

FIDUCIARY WEALTH PARTNERS, LLC, formally registered with the SEC as FIDUCIARY WEALTH PARTNERS, LLC. The firm was established in 01/27/2012. They have over 1 offices throughout the country.

FIDUCIARY WEALTH PARTNERS, LLC is a Newton Lower Falls, Massachusetts based Financial Planning firm with nearly $1,325,354,360 assets under management, offering retirement planning & investment advisory services to 472 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160696
SEC#	801-73067
Assets Managed by Firm	$1,325,354,360
No. of Clients	472
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	472	$1,325,354,360
High net worth individuals	92	$1,145,218,171
Charitable organizations	Fewer than 5 clients	$176,451,382
Corporations or other businesses	Fewer than 5 clients	$3,684,807

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