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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CORNELL, JAMES, KEEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| CORNELL, JAMES, KEEN | I | MANAGING PARTNER | NA | Control |
| MARR, ERIK, ROBERT | I | CCO | NA | |
| MARR, ERIK, ROBERT | I | CCO | NA | |
| MARR, ERIK, ROBERT | I | CCO | NA | |
| MARR, ERIK, ROBERT | I | CCO | NA | |
| MARR, ERIK, ROBERT | I | CCO | NA | |
| MARR, ERIK, ROBERT | I | CCO | NA | |
| MARR, ERIK, ROBERT | I | CCO | NA | |
| MARR, ERIK, ROBERT | I | CCO | NA | Control |
| MARR, ERIK, ROBERT | I | CCO | NA | Control |
| MARR, ERIK, ROBERT | I | CCO | NA | Control |
| MARR, ERIK, ROBERT | I | CCO | NA | Control |
| MARR, ERIK, ROBERT | I | CCO | NA | Control |
| MARR, ERIK, ROBERT | I | CCO | NA | Control |
| MARR, ERIK, ROBERT | I | CCO | NA | Control |
| MARR, ERIK, ROBERT | I | CCO | NA | Control |
| MARR, ERIK, ROBERT | I | CCO | NA | Control |
| MARR, ERIK, ROBERT | I | CCO | NA | Control |
| MARR, ERIK, ROBERT | I | CCO | NA | Control |
| MARR, ERIK, ROBERT | I | CCO | NA | Control |
| MARR, ERIK, ROBERT | I | CCO | NA | Control |
| MARR, ERIK, ROBERT | I | CCO | NA | Control |
| MARR, ERIK, ROBERT | I | CCO | NA | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING MEMBER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING MEMBER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING MEMBER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING MEMBER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING MEMBER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING PARTNER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING PARTNER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING PARTNER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING PARTNER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING PARTNER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING PARTNER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING PARTNER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING PARTNER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING PARTNER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING PARTNER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING PARTNER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING PARTNER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING PARTNER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING PARTNER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING PARTNER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING PARTNER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING PARTNER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING PARTNER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING PARTNER | E | Control |
| MCSWAIN, PRESTON, DANIEL | I | MANAGING PARTNER | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (5)
FL MA MI NH NY
Address
2310 WASHINGTON STREET3RD FLOOR
NEWTON LOWER FALLS, MA 02462
United States
Phone: 617-602-1900