Significant Wealth Partners Llc
- Regulatory AUM
- $126M
- Discretionary
- $126M
- Clients
- 851
- Avg AUM / client
- $148K
- Accounts
- 851
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 831 | $96.2M | 76.3% |
| High net worth individuals | 14 | $29.5M | 23.4% |
| Pension and profit sharing plans | 1 | $331K | 0.26% |
| Corporations and other businesses | 5 | $31.1K | 0.02% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian William Atkins | President | Jan 2018 (9y) | 50% – 75% | |
| Stephen Richard Smith | Shareholder | Jan 2018 (9y) | 50% – 75% | |
| Christopher, Kelly, Melissa | Chief Compliance Officer | Apr 2024 (2y) | Less than 5% | |
| Alayna Leuzé | Registered representative | Feb 2019 (7y) | ||
| David Christopher Leuze | Registered representative | Aug 2019 (7y) | ||
| Joshua Lynn Lang | Registered representative | Jul 2022 (4y) |
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) | 03/31/2026 | 1.07 MB | 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
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $126M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 31, 2026.
View current Form ADV (SEC/IAPD) ↗