FPW, LLC
Legal name: FIDUCIARY PRIVATE WEALTH
CRD #334700 SEC #801-134262 PORTSMOUTH, NH 603-766-4921
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
1
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Hampshire
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 8, 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 |
|---|---|---|---|---|
| MCDONALD, JEFFREY, LEE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MCDONALD, JEFFREY, LEE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MCDONALD, JEFFREY, LEE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MCDONALD, JEFFREY, LEE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Aug 8, 2025 REGISTERED
Notice Filings (2)
MA NH
Address
155 FLEET STREETPORTSMOUTH, NH 03801
United States
Phone: 603-766-4921