A&m Private Wealth Partners, LLC
SEC RegisteredBespoke wealth management solutions that go beyond the traditional
About the firm
Alvarez & Marsal Private Wealth Partners (AMPWP) is a wealth management firm delivering specialized investment and wealth planning services designed for high-net-worth and ultra-high-net-worth individuals and families. Founded in 2024 as part of the Alvarez & Marsal organization, AMPWP offers bespoke, integrated solutions with a fiduciary-first mindset.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth planning, investment management, tax advisory, trust and estate services, foundation services, estate planning, consolidated reporting, and comprehensive family-office services including multi-generational goal planning
Who they serve
Ultra-High-Net-Worth (UHNW) individuals and families, entrepreneurs, multi-generational families, and financial sponsors
Leadership
Office locations
Advisors at this firm
15 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. A&m Private Wealth Partners, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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