A&M PRIVATE WEALTH PARTNERS, LLC

Overview

A&M Private Wealth Partners, LLC is a fee-based advisory firm that serves high-net-worth individuals, families and institutional clients. The firm acts as a capital allocator, combining discretionary portfolio management with financial planning and adviser selection services. Its advisory mandate includes managing separate accounts, selecting third-party managers and sponsoring pooled vehicles, and the firm reports active engagement with ESG criteria. A&M uses a mix of percentage-of-AUM and fixed-fee billing and provides portfolio management for individuals, small businesses and institutional entities. The firm also lists affiliations across the financial services chain — including broker-dealer relationships, trust-company links and roles as sponsor or general partner of pooled investment vehicles — which supports both direct client solutions and participation in externally managed alternative funds. A&M is SEC-registered (2024) and positions itself to blend public fund investments with sizeable allocations to third-party alternative managers. That combination suggests a multi-vehicle approach aimed at diversified exposure while reserving the ability to act as sponsor or co-investor in private structures when appropriate.

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Investments & Alternatives

Location & Offices