A&M Private Wealth Partners, Llc
- Regulatory AUM
- $1.8B
- Discretionary
- $1.7B
- Clients
- 43
- Avg AUM / client
- $42.6M
- Accounts
- 250
- Employees
- 28
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Investments (13F portfolio — 177 positions, $712,164,161)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T | S&P500 QUALITY | $71,925,960 | 956,589 | 10.1% | 3.92% |
| 2 | Vanguard Mun Bd Fds | TAX EXEMPT BD | $71,268,782 | 1,428,518 | 10.0% | 3.89% |
| 3 | State Str Spdr S&P 500 Etf T | TR UNIT | $68,113,753 | 104,447 | 9.56% | 3.72% |
| 4 | Gmo Etf Trust | GMO US QUALITY E | $62,533,563 | 1,725,553 | 8.78% | 3.41% |
| 5 | Invesco Qqq Tr | UNIT SER 1 | $55,793,682 | 96,666 | 7.83% | 3.04% |
| 6 | Vanguard Index Fds | S&P 500 ETF SHS | $41,072,695 | 68,735 | 5.77% | 2.24% |
| 7 | Alphabet Inc | CAP STK CL A | $36,527,597 | 127,026 | 5.13% | 1.99% |
| 8 | Rtx Corporation | COM | $33,930,917 | 175,899 | 4.76% | 1.85% |
| 9 | Microsoft Corp | COM | $29,097,795 | 78,607 | 4.09% | 1.59% |
| 10 | Ishares Tr | S&P 500 GRWT ETF | $27,973,460 | 247,312 | 3.93% | 1.53% |
| 11 | Visa Inc | COM CL A | $26,498,476 | 87,674 | 3.72% | 1.45% |
| 12 | World Gold Tr | SPDR GLD MINIS | $22,245,600 | 240,000 | 3.12% | 1.21% |
| 13 | Ishares Tr | S&P 500 VAL ETF | $15,437,177 | 73,110 | 2.17% | 0.84% |
| 14 | Berkshire Hathaway Inc Del | CL B NEW | $15,262,520 | 31,850 | 2.14% | 0.83% |
| 15 | Ishares Inc | CORE MSCI EMKT | $9,085,984 | 130,265 | 1.28% | 0.5% |
| 16 | Texas Pacific Land Corporati | COM | $8,608,993 | 18,141 | 1.21% | 0.47% |
| 17 | Apple Inc | COM | $7,787,042 | 30,683 | 1.09% | 0.42% |
| 18 | Nvidia Corporation | COM | $7,674,073 | 44,000 | 1.08% | 0.42% |
| 19 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $5,956,556 | 92,955 | 0.84% | 0.33% |
| 20 | Ishares Gold Tr | ISHARES NEW | $5,740,098 | 65,110 | 0.81% | 0.31% |
| 21 | Amazon Com Inc | COM | $4,121,038 | 19,787 | 0.58% | 0.22% |
| 22 | Broadcom Inc | COM | $3,717,215 | 12,010 | 0.52% | 0.2% |
| 23 | Jpmorgan Chase & Co | COM | $2,843,645 | 9,667 | 0.4% | 0.16% |
| 24 | Alphabet Inc | CAP STK CL C | $2,589,772 | 9,028 | 0.36% | 0.14% |
| 25 | Vanguard Charlotte Fds | TOTAL INT BD ETF | $2,448,580 | 50,959 | 0.34% | 0.13% |
Top 25 of 177 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 34 | $970M | 52.9% |
| Charitable organizations | Fewer than 5 clients | $55.7M | 3.04% |
| Insurance companies | Fewer than 5 clients | $25.4M | 1.39% |
| Corporations and other businesses | 9 | $782M | 42.6% |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alvarez, Antonio, Clemente | Owner | Mar 1984 (42y) | ≈ 37.5% – 75% via Alvarez & Marsal Inc. | |
| Marsal, Bryan, Paul | Owner | Mar 1984 (42y) | ≈ 37.5% – 75% via Alvarez & Marsal Inc. | |
| Michael S. Calkin | Managing Director | Apr 2024 (2y) | Less than 5% | |
| Monchick, Ariana, Nicole | Chief Compliance Officer | Apr 2024 (2y) | Less than 5% | |
| Sacripanti, Peter | Chairman | Apr 2024 (2y) | Less than 5% | |
| Jonathan Lee Fitzgerald | Managing Director | Personal Financial Specialist | May 2024 (2y) | Less than 5% |
| John Mckenzie Ralls | Managing Director | Aug 2024 (2y) | Less than 5% | |
| Michael Joseph Murgio | Managing Director | CFA | Oct 2024 (2y) | Less than 5% |
| Peter Salvatore Aloisi | Registered representative | CFA | Oct 2024 (2y) | |
| Jude R Scaglione | Registered representative | Oct 2024 (2y) | ||
| Abdulla Begai | Registered representative | CFA | Oct 2024 (2y) | |
| Brian Michael Oard | Registered representative | CFP | Dec 2024 (2y) | |
| Lawrence Adam Hilzenrath | Registered representative | Dec 2024 (2y) | ||
| Matthew C. King | Registered representative | CFP | Jan 2025 (2y) | |
| Eduardo Antonio Villa Ospina | Registered representative | CFA | Jan 2025 (2y) | |
| Christopher James Cocozza | Registered representative | Mar 2025 (1y) | ||
| Takuya Kisaka | Registered representative | Apr 2025 (1y) | ||
| Milos Janicic | Registered representative | Aug 2025 (1y) | ||
| Carl Wade Gardiner | Registered representative | CFA | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Alvarez & Marsal Inc. | Member | Apr 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Alvarez, Antonio, Clemente: 50% – 75% of Alvarez & Marsal Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Marsal, Bryan, Paul: 50% – 75% of Alvarez & Marsal Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
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) | 03/24/2026 | 1.11 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
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $1.3B (70% of AUM) Mar 2026
- J.P. Morgan $307M (20% of AUM) Jul 2025
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 24, 2026.
View current Form ADV (SEC/IAPD) ↗