FIDUCIARY WEALTH PARTNERS, LLC
CRD #160696 SEC #801-73067 NEWTON LOWER FALLS, MA 617-602-1900
SEC Registered
Total AUM
$1.4B
Discretionary
$1.2B
Employees
9
Clients
101
Accounts
459
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.4B | $1.2B | $195.5M | 9 | 8 |
| Nov 2024 | $1.3B | $1.2B | $170.7M | 8 | 4 |
| Mar 2024 | $1.3B | $1.2B | $170.7M | 8 | 4 |
| Dec 2023 | $1.3B | $1B | $227.3M | 6 | 4 |
| Mar 2023 | $1.3B | $1B | $227.3M | 6 | 4 |
| Jun 2022 | $1.5B | $1.3B | $176.6M | 6 | 4 |
| Mar 2022 | $1.5B | $1.3B | $176.6M | 6 | 4 |
| Jan 2022 | $1.1B | $1.1B | $0 | 5 | 5 |
| Mar 2021 | $1.1B | $1.1B | $0 | 5 | 5 |
| Jul 2020 | $964.4M | $964.4M | $0 | 5 | 5 |
| Jun 2020 | $964.4M | $964.4M | $0 | 5 | 5 |
| Mar 2020 | $964.4M | $964.4M | $0 | 5 | 5 |
| Mar 2019 | $867M | $832.4M | $34.6M | 5 | 10 |
| Dec 2018 | $950.2M | $912.4M | $37.8M | 5 | 9 |
| Aug 2018 | $950.2M | $912.4M | $37.8M | 5 | 9 |
| Mar 2018 | $861.9M | $861.9M | $0 | 4 | 7 |
| Sep 2017 | $713.1M | $696.7M | $16.4M | 4 | 26 |
| Mar 2017 | $663M | $663M | $0 | 4 | 26 |
| Dec 2016 | $647.3M | $647.3M | $0 | 4 | 26 |
| Mar 2016 | $621.4M | $259.6M | $361.8M | 4 | 26 |
| Dec 2015 | $630.3M | $233.3M | $397M | 5 | 26 |
| Apr 2015 | $639.9M | $259.4M | $380.5M | 3 | 11 |
| Jan 2015 | $639.9M | $259.4M | $380.5M | 3 | 11 |
| Mar 2014 | $213.4M | $213.4M | $0 | 3 | 1 |
| Apr 2013 | $144.9M | $144.9M | $0 | 1 | 1 |
| May 2012 | $213.5M | $213.5M | $0 | -- | 0 |
| Feb 2012 | $0 | $0 | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2025
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$195.5M
Employees9
Clients8
DateNov 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$170.7M
Employees8
Clients4
DateMar 2024
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$170.7M
Employees8
Clients4
DateDec 2023
Total AUM$1.3B
Discretionary$1B
Non-Disc.$227.3M
Employees6
Clients4
DateMar 2023
Total AUM$1.3B
Discretionary$1B
Non-Disc.$227.3M
Employees6
Clients4
DateJun 2022
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$176.6M
Employees6
Clients4
DateMar 2022
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$176.6M
Employees6
Clients4
DateJan 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients5
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees5
Clients5
DateJul 2020
Total AUM$964.4M
Discretionary$964.4M
Non-Disc.$0
Employees5
Clients5
DateJun 2020
Total AUM$964.4M
Discretionary$964.4M
Non-Disc.$0
Employees5
Clients5
DateMar 2020
Total AUM$964.4M
Discretionary$964.4M
Non-Disc.$0
Employees5
Clients5
DateMar 2019
Total AUM$867M
Discretionary$832.4M
Non-Disc.$34.6M
Employees5
Clients10
DateDec 2018
Total AUM$950.2M
Discretionary$912.4M
Non-Disc.$37.8M
Employees5
Clients9
DateAug 2018
Total AUM$950.2M
Discretionary$912.4M
Non-Disc.$37.8M
Employees5
Clients9
DateMar 2018
Total AUM$861.9M
Discretionary$861.9M
Non-Disc.$0
Employees4
Clients7
DateSep 2017
Total AUM$713.1M
Discretionary$696.7M
Non-Disc.$16.4M
Employees4
Clients26
DateMar 2017
Total AUM$663M
Discretionary$663M
Non-Disc.$0
Employees4
Clients26
DateDec 2016
Total AUM$647.3M
Discretionary$647.3M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$621.4M
Discretionary$259.6M
Non-Disc.$361.8M
Employees4
Clients26
DateDec 2015
Total AUM$630.3M
Discretionary$233.3M
Non-Disc.$397M
Employees5
Clients26
DateApr 2015
Total AUM$639.9M
Discretionary$259.4M
Non-Disc.$380.5M
Employees3
Clients11
DateJan 2015
Total AUM$639.9M
Discretionary$259.4M
Non-Disc.$380.5M
Employees3
Clients11
DateMar 2014
Total AUM$213.4M
Discretionary$213.4M
Non-Disc.$0
Employees3
Clients1
DateApr 2013
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees1
Clients1
DateMay 2012
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees--
Clients0
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0