Fiduciary Wealth Partners, LLC
NEWTON LOWER FALLS, MA
Form ADV and provider website profile · CRD 160696 · regulatory data as of Mar 6, 2026
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.
$1.5BTotal Firm AUM
$1.3BDiscretionary AUM
$201MNon-discretionary AUM
492Total accounts
294Discretionary accounts
198Non-discretionary accounts
Client Mix by Firm AUM
$1.5BFirm AUM
High-Net-Worth85.2%
Charities14.4%
Corporations0.4%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth85.2%
109 clients$1.3B firm assets
Charities14.4%
7 clients$223M firm assets
Corporations0.4%
0 clients$7M firm assets
Reported total116 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $1.3B | 109 | 85.2% |
| Charities | $223M | 7 | 14.4% |
| Corporations | $7M | 0 | 0.4% |
| Reported total | $1.5B | 116 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…