FWM Partners

Overview

FWM Partners is organized as a limited liability company and is state-registered in Texas. The firm's ownership structure is listed as an individual owner. It combines insurance brokerage with advisory services, positioning itself to serve individuals and small-business clients through financial planning, portfolio management and pension consulting services. The firm notes an affiliation with an insurance company and presents a fee schedule that includes both a percentage-of-AUM component and hourly charges. FWM Partners does not identify as a capital allocator or an active ESG investor, and it is not described as a multi-state adviser. Its regulatory classification in the source material is listed as unclassified.

Investments & Alternatives

Location & Offices