OCIO Intelligence
← Back to Discover
Fiduciary Wealth Partners, LLC logo

Fiduciary Wealth Partners, LLC

NEWTON LOWER FALLS, MA

Form ADV and provider website profile · CRD 160696 · regulatory data as of Mar 6, 2026

CompareWebsite

This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Fiduciary Wealth Partners, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$1.5BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
492Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$1.3BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$201MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameFIDUCIARY WEALTH PARTNERS, LLC

CRD number160696

Firm foundedNot reported

SEC registration dateJan 27, 2012

Employees10

Advisory professionals8

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

2310 WASHINGTON STREET, 3RD FLOOR, NEWTON LOWER FALLS, MA, 02462

617-602-1900

https://fwpwealth.com/

LinkedIn not reported

Firm AUM History (USD)

Source: Form ADV
$1.5B

As of Mar 6, 2026

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth85.2%$1.3B
Charities14.4%$223M
Corporations0.4%$7M

Percentages and AUM are shown from the same reported Form ADV client-type records.