STRUCTURE WEALTH PARTNERS LLC
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 338538
- Registered since
- November 21, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.11%
- Individuals15.78%
- Charitable Organizations7.62%
- Pension & Profit Sharing Plans2.97%
- Corporations / Businesses2.51%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Structure Wealth Partners LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals, small businesses and institutions, and selects third‑party advisers when appropriate. It also operates as an insurance broker, which informs its use of annuity and insurance solutions within client plans. Investment activity leans toward liquid, equity‑centric portfolios. The firm identifies equities as its primary preference and uses exchange‑traded vehicles heavily, while also allocating to private markets and other alternatives through external managers. Structure Wealth Partners is not positioned as an ESG investor and does not present itself as a multi‑state or pension consultant adviser. Fee arrangements are flexible: percentage of AUM, hourly fees and fixed fees are all part of the billing mix, giving the firm leeway to serve both ongoing advisory relationships and project‑based planning work.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities73%
- Investment Grade Corp Bonds12%
- Public Funds/Mutual Funds8%
- Private Funds6%
- Cash & Cash Equivalents1%
Contacts
1 of 1MATTHEW GILES
Investment Adviser RepresentativeCRD 5652239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORLANDO, FL
ORANGE
Location
ORLANDO, FL
Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 450 S Orange Ave
- Time zone
- ET (UTC-5)
- Office locations
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