Fiduciary Wealth Partners, LLC
Firm details
- Headquarters
- Newton Lower Falls, Massachusetts
- CRD number
- 160696
- Registered since
- January 27, 2012
- Website
- fwpwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.16%
- Charitable Organizations14.41%
- Corporations / Businesses0.43%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Fiduciary Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and on the SEC register since 2012. The firm is owner-operated and positions itself as a capital allocator for both high-net-worth individuals/families and institutional clients. It charges both percentage-of-assets fees and fixed fees and provides core advisory services including financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. The firm identifies as an active ESG investor, which suggests environmental, social, and governance considerations are incorporated into security selection and manager due diligence. Fiduciary Wealth Partners also acts as a selection agent for external managers, consistent with its role allocating to third-party funds and specialist strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Cash & Cash Equivalents15%
- Exchange Traded Equities9%
- State & Local Bonds9%
- US Government Bonds1%
Owners & executives
1 of 1
Erik Marr
Partner and Chief Compliance OfficerCRD 5655050
Contacts
3 of 6
Stephen Bonder
PartnerCRD 7884994
James Cornell
Managing Partner and FounderCRD 2826487
Preston Mcswain
Managing Partner and FounderCRD 2320744
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$155M in ETFs
99%
$154M
1%
$930K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $54.7M | 79,623 | 35.29% |
Location
Newton Lower Falls, MA
Middlesex
Location
Newton Lower Falls, MA
Headquartered in Newton Lower Falls, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 2310 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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