Fiduciary Wealth Partners, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.3B
- Clients
- 116
- Avg AUM / client
- $13.3M
- Accounts
- 492
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 109 | $1.3B | 85.2% |
| Charitable organizations | 7 | $223M | 14.4% |
| Corporations and other businesses | Fewer than 5 clients | $6.7M | 0.43% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Preston Daniel Mcswain | Managing Partner | Jan 2012 (15y) | 75% or more | |
| Cornell, James, Keen | Managing Partner | Mar 2015 (11y) | Less than 5% | |
| Marr, Erik, Robert | Cco | Nov 2016 (10y) | Less than 5% | |
| Ralph Frederick Wetmore | Registered representative | CFA | Jan 2022 (5y) | |
| Daniel P Grenier | Registered representative | Feb 2022 (5y) | ||
| Stephen E Bonder | Registered representative | Mar 2024 (2y) | ||
| Luke V Mc Cullough | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $1.5B (97% of AUM) Mar 2026
- SEI Private Trust $644M (44% of AUM) Jun 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗