A&M Private Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
A&M Private Wealth Partners reports 43 clients. They include 34 high-net-worth individuals and 9 corporations and other businesses. Of its assets, 90.2% ($1.65B across 187 accounts) are managed with discretion; $179M across 63 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 79% | 53% |
| Charitable organizations | Fewer than 5 | 3% |
| Insurance companies | Fewer than 5 | 1% |
| Corporations and other businesses | 21% | 43% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 34 | $970M | 52.9% | $28.5M |
| Charitable organizations | Fewer than 5 | $55.7M | 3.0% | — |
| Insurance companies | Fewer than 5 | $25.4M | 1.4% | — |
| Corporations and other businesses | 9 | $782M | 42.6% | $86.8M |
| Total | 43 | $1.83B | 100% | — |
- Clients
- 34
- Regulatory AUM
- $970M
- AUM share
- 52.9%
- Avg. per client
- $28.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $55.7M
- AUM share
- 3.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $25.4M
- AUM share
- 1.4%
- Avg. per client
- —
- Clients
- 9
- Regulatory AUM
- $782M
- AUM share
- 42.6%
- Avg. per client
- $86.8M
Total
- Clients
- 43
- Regulatory AUM
- $1.83B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
A&M Private Wealth Partners charges up to 1.00% a year for its Wealth and Investment Management. The fee is billed in advance. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting fees are generally a fixed rate billed in advance or as incurred, varying with the client's needs and complexity.
Alvarez & Marsal Inc. owns 75% or more of A&M Private Wealth Partners and is in turn owned by Antonio Alvarez (50–75%) and Bryan Marsal (50–75%). The leadership team of A&M Private Wealth Partners includes Chief Financial Officer Christopher Woelfle and Chief Compliance Officer Eugenie Warner. It has 28 employees, 23 of them in advisory roles.
Leadership
- Christopher WoelfleChief Financial Officer
- Eugenie WarnerChief Compliance
- Michael CalkinManaging Director
- Jonathan FitzgeraldManaging Director
- Elizabeth KingManaging Director
- Takuya KisakaManaging Director
- Michael MurgioManaging Director
- Brian OardManaging Director
- John RallsManaging Director
- Peter SacripantiChairman
Investment adviser representatives
15 representatives listed in the SEC register as of 9 October 2026.
- Peter Salvatore Aloisi
- Abdulla Begai
- Michael S. Calkin
- Christopher James Cocozza
- Jonathan Lee Fitzgerald
- Carl Wade Gardiner III
- Lawrence Adam Hilzenrath
- Milos Janicic
- Matthew C. King
- Takuya Kisaka
- Michael Joseph Murgio
- Brian Michael Oard
- John McKenzie Ralls JR
- Jude R Scaglione
- Eduardo Antonio Villa Ospina
Staff
- 28 employees
- 23 in advisory functions
- 14 state-registered reps
- Owns 75% or more of A&m Private Wealth Partners, LLC
Alvarez & Marsal Inc.
Control person · since April 2024
- Owns 50% to 75% of Alvarez & Marsal Inc.
Antonio Alvarez
Control person · since March 1984
- Owns 50% to 75% of Alvarez & Marsal Inc.
Bryan Marsal
Control person · since March 1984
A&M Private Wealth Partners’ regulatory assets grew Infinity× from $0 (May 2024) to $1.83B (March 2026); employees rose from 2 to 28.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.83B | 43 | 28 | 5 |
| July 2025 | $1.57B | 12 | 21 | 5 |
| May 2024 | $0 | 0 | 2 | 1 |
Besides its headquarters, A&M Private Wealth Partners has 4 offices, with 5 listed addresses across 5 states.
California · 1 listed address
- 1901 Avenue of the Stars, Los Angeles
Delaware · 1 listed address
- 501 Silverside RD, Wilmington
Florida · 1 listed address
- 300 Banyan BLVD, 10th Floor, West Palm BeachHQ
Georgia · 1 listed address
- 3424 Peachtree RD Ne, Atlanta
New York · 1 listed address
- 350 Fifth Avenue, New York
Other business names
A&M Private Wealth Partners has reported 5 other business names to the SEC.
- A&m Private Wealth Partners
- Alvarez & Marsal Private Wealth Partners
- Alvarez & Marsal Private Wealth Partners LLC
- Ampwp
- Ampwp LLC
Contact and registration details
- Legal name
- A&m Private Wealth Partners, LLC
- Headquarters
- 300 Banyan BLVD, 10th Floor, West Palm Beach, FL 33401
- Website
- ampwp.com
- Phone
- 561-268-0900
- SEC file
- 801-130473
- Structure
- Delaware LLC
- Fiscal year end
- December
A&M Private Wealth Partners uses Fidelity ($1.29B) as custodian for its separately managed accounts. A&M Private Wealth Partners has custody of $906M in client assets for 12 clients.
- FidelityNational Financial Services LLC · Boston, MA · $1.29B100%
At year end, A&M Private Wealth Partners’ separately managed accounts were mostly in funds (55%) and stocks (29%).
What the accounts hold
- Stocks29%
- Funds55%
- Registered funds45%
- Pooled vehicles10%
- Bonds14%
- State and local bonds12%
- U.S. government and agency bonds2%
- Other1%
- Other property, directly owned digital assets1%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does A&M Private Wealth Partners have?
A&M Private Wealth Partners has 43 clients and manages $1.83 billion for them, as of March 2026. They include 34 high-net-worth individuals and 9 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does A&M Private Wealth Partners offer?
A&M Private Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does A&M Private Wealth Partners charge?
A&M Private Wealth Partners charges up to 1.00% a year for its Wealth and Investment Management. The fee is billed in advance.
Source: AMPWM FORM ADV PART 2A BROCHURE, filed 24 March 2026
Which custodians does A&M Private Wealth Partners use?
A&M Private Wealth Partners’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.29B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does A&M Private Wealth Partners have?
A&M Private Wealth Partners has 14 investment adviser representatives registered with state securities authorities, out of 28 employees, and 23 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does A&M Private Wealth Partners invest in?
At the end of its last fiscal year, A&M Private Wealth Partners’ separately managed accounts held 45% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 12% state and local bonds, 10% pooled vehicles (private funds and similar), 2% U.S. government and agency bonds and 1% other. The 1% other category is described as: Other Property, Directly Owned Digital Assets.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns A&M Private Wealth Partners?
A&M Private Wealth Partners is owned through a holding company by Antonio Alvarez and Bryan Marsal. Its direct owner is Alvarez & Marsal Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does A&M Private Wealth Partners get paid?
A&M Private Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is A&M Private Wealth Partners registered with the SEC?
Yes, A&M Private Wealth Partners has been registered with the SEC as an investment adviser since 14 June 2024. Its CRD number is 331478 and its SEC file number is 801-130473.
Source: Form ADV Part 1A, Item 1, filed 24 March 2026; IAPD firm record
How do I contact A&M Private Wealth Partners?
A&M Private Wealth Partners’ main office is at 300 Banyan BLVD, 10th Floor, West Palm Beach, FL 33401. Its phone number is 561-268-0900. Its website is ampwp.com.