A&M Private Wealth Partners, LLC is an SEC-registered investment advisory firm headquartered on Banyan Boulevard in downtown West Palm Beach, Florida. Operating as an independent wealth management affiliate of Alvarez & Marsal, the firm serves retired executives, business owners, and high-net-worth families across Palm Beach County with fiduciary investment management, retirement capital preservation, tax advisory, and trust and estate coordination.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); A&M Private Wealth Partners Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-130473; headquartered in West Palm Beach with wealth planning led by JD, CPA/PFS, and CFA professionals.
Factual details and direct answers about A&M Private Wealth Partners, LLC's services, licensing, and credentials.
What is the SEC registration status of A&M Private Wealth Partners?
A&M Private Wealth Partners, LLC is registered as an Investment Adviser with the U.S. Securities and Exchange Commission under CRD #331478 and SEC File #801-130473.
How does the firm coordinate tax and estate planning for West Palm Beach retirees?
With wealth planning led by professionals holding J.D., CPA/PFS, and CFA credentials, the firm coordinates multigenerational trust structures, tax-efficient portfolio drawdowns, and philanthropic foundations.
Where is A&M Private Wealth Partners headquartered?
The firm's headquarters is located at 300 Banyan Boulevard, 10th Floor, in downtown West Palm Beach, Florida 33401.
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