FIDUCIARY WEALTH PARTNERS, LLC
  • FIDUCIARY WEALTH PARTNERS, LLC
  • SJM FIDUCIARY ADVISORS, LLC

Adviser Profile

As of Date 03/06/2026
Registration SEC, Approved, 01/27/2012
ADV Location NEWTON LOWER FALLS, MA, United States
Contact Info 617 xxxxxxx
Websites
AUM* 1,544,425,644 17%
of that, discretionary 1,343,385,153 16%
Number of Employees 10 25%
of those in investment advisory functions 8 33%
Private Fund GAV* 0
Avg Account Size 3,139,077 12%
% High Net Worth 92.37% -3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 960M 768M 576M 384M 192M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date06/11/2025 Form ADV-E View Report
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date08/02/2024 Form ADV-E View Report
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date07/24/2023 Form ADV-E View Report

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