A&M PRIVATE WEALTH PARTNERS, LLC
CRD #331478 SEC #801-130473 WEST PALM BEACH, FL 561-268-0900
SEC Registered
Total AUM
$1.6B
Discretionary
$1.3B
Employees
21
Clients
10
Accounts
150
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 3, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Calkin, Michael, S. | I | MANAGING PARTNER | NA | Control |
| Calkin, Michael, S. | I | MANAGING PARTNER | NA | Control |
| Calkin, Michael, S. | I | MANAGING DIRECTOR | NA | Control |
| Calkin, Michael, S. | I | MANAGING DIRECTOR | NA | Control |
| Calkin, Michael, S. | I | MANAGING DIRECTOR | NA | Control |
| Calkin, Michael, S. | I | MANAGING DIRECTOR | NA | Control |
| Fitzgerald, Jonathan, Lee | I | MANAGING DIRECTOR | NA | Control |
| Fitzgerald, Jonathan, Lee | I | MANAGING DIRECTOR | NA | Control |
| Fitzgerald, Jonathan, Lee | I | MANAGING DIRECTOR | NA | Control |
| Fitzgerald, Jonathan, Lee | I | MANAGING DIRECTOR | NA | Control |
| KING, ELIZABETH, NMN | I | MANAGING DIRECTOR | NA | Control |
| KING, ELIZABETH, NMN | I | MANAGING DIRECTOR | NA | Control |
| KISAKA, TAKUYA | I | MANAGING DIRECTOR | NA | Control |
| KISAKA, TAKUYA | I | MANAGING DIRECTOR | NA | Control |
| MURGIO, MICHAEL, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| MURGIO, MICHAEL, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| MURGIO, MICHAEL, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| MURGIO, MICHAEL, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| Monchick, Ariana, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Monchick, Ariana, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Monchick, Ariana, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Monchick, Ariana, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Monchick, Ariana, Nicole | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OARD, BRIAN, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| OARD, BRIAN, MICHAEL | I | MANAGING DIRECTOR | NA | Control |
| RALLS, JOHN, MCKENZIE | I | MANAGING DIRECTOR | NA | Control |
| RALLS, JOHN, MCKENZIE | I | MANAGING DIRECTOR | NA | Control |
| RALLS, JOHN, MCKENZIE | I | MANAGING DIRECTOR | NA | Control |
| RALLS, JOHN, MCKENZIE | I | MANAGING DIRECTOR | NA | Control |
| Sacripanti, Peter | I | CHAIRMAN | NA | Control |
| Sacripanti, Peter | I | CHAIRMAN | NA | Control |
| Sacripanti, Peter | I | CHAIRMAN | NA | Control |
| Sacripanti, Peter | I | CHAIRMAN | NA | Control |
| Sacripanti, Peter | I | CHAIRMAN | NA | Control |
| Sacripanti, Peter | I | CHAIRMAN | NA | Control |
| Warner, Eugenie, Loring | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | |
| ALVAREZ & MARSAL INC. | DE | MEMBER | E | Control |
| ALVAREZ & MARSAL INC. | DE | MEMBER | E | Control |
| ALVAREZ & MARSAL INC. | DE | MEMBER | E | Control |
| ALVAREZ & MARSAL INC. | DE | MEMBER | E | Control |
| ALVAREZ & MARSAL INC. | DE | MEMBER | E | Control |
| ALVAREZ & MARSAL INC. | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ALVAREZ, ANTONIO, CLEMENTE | I | ALVAREZ & MARSAL INC. | D | Control |
| ALVAREZ, ANTONIO, CLEMENTE | I | ALVAREZ & MARSAL INC. | D | Control |
| ALVAREZ, ANTONIO, CLEMENTE | I | ALVAREZ & MARSAL INC. | D | Control |
| MARSAL, BRYAN, PAUL | I | ALVAREZ & MARSAL INC. | D | Control |
| MARSAL, BRYAN, PAUL | I | ALVAREZ & MARSAL INC. | D | Control |
| MARSAL, BRYAN, PAUL | I | ALVAREZ & MARSAL INC. | D | Control |
Registrations
Federal
IA
Jul 3, 2025 REGISTERED
Notice Filings (6)
CA DE FL GA NY TX
Address
300 BANYAN BLVD10TH FLOOR
WEST PALM BEACH, FL 33401
United States
Phone: 561-268-0900