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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 01/2012
- Type
- Individual
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 03/2015
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 11/2016
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Preston Daniel Mcswain | Managing Partner | 01/2012 | Individual | Yes | 75% or more |
| James Keen Cornell | Managing Partner | 03/2015 | Individual | Yes | Less than 5% |
| Erik Robert Marr | Cco | 11/2016 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVNo indirect ownership records were reported.
Owners & Executives
Source: Form ADVPD
Preston Daniel Mcswain
Managing Partner
JK
James Keen Cornell
Managing Partner
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives3
Indirect ownership records0
Regulatory statusSEC registered investment adviser
SEC registration dateJan 27, 2012
CRD number160696