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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.6B | $1.3B | $277.3M | 21 | 0 |
| Mar 2025 | $760.6M | $760.6M | $0 | 22 | 0 |
| Jan 2025 | $103.2M | $103.2M | $0 | 20 | 0 |
| Oct 2024 | $103.2M | $103.2M | $0 | 20 | 0 |
| Sep 2024 | $0 | $0 | $0 | 2 | 0 |
| May 2024 | $0 | $0 | $0 | 2 | 0 |
DateJul 2025
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$277.3M
Employees21
Clients0
DateMar 2025
Total AUM$760.6M
Discretionary$760.6M
Non-Disc.$0
Employees22
Clients0
DateJan 2025
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$0
Employees20
Clients0
DateOct 2024
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$0
Employees20
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0