STRUCTURE WEALTH PARTNERS LLC

RIASEC RegisteredEst. 2025
Total AUM
$68.2M
Discretionary
$68.2M
100% of AUM
Avg account
$520K
Accounts
131
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Investment Grade Corp Bonds 12%, Public Funds/Mutual Funds 8%, Private Funds 6%, Cash & Cash Equivalents 1%73%
  • Exchange Traded Equities73%
  • Investment Grade Corp Bonds12%
  • Public Funds/Mutual Funds8%
  • Private Funds6%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • MATTHEW GILES

    Investment Adviser RepresentativeCRD 5652239

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth