AC WEALTH PARTNERS
SEC RegisteredPartnership Beyond Platform & Investments
About the firm
AC Wealth Partners is a boutique OCIO solution designed to support both Advisors and Clients by offering access to a comprehensive platform, a range of wealth solutions, and a culture that respects and supports the Advisor and Client relationship.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Boutique OCIO solution offering investment solutions including risk-based investment portfolios and a fully customizable Private Wealth experience, along with concierge-level service to advisors.
Who they serve
Advisors, mass affluent and emerging wealth investors, high-net-worth individuals, and institutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 271 | $102M |
| High Net Worth Individuals | 98 | $266M |
| Charitable Organizations | 57 | $82M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 0.20% |
| Next $500,000 | 0.17% |
| Next $1,000,000 | 0.15% |
| Over $2,000,000 | 0.12% |
Data as of March 26, 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. AC WEALTH PARTNERS 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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