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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

A&M PRIVATE WEALTH PARTNERS, LLC

CRD 331478

WEST PALM BEACH, FL

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Search this name across graphsid dfx:ria:26eb3428-d01f-8bf7-c559-ac89ec32aeb6

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 6
On other graphs: 0
Observed: May 15, 2024 to Mar 24, 2026
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.53 fund_share=0.0 institutional_share=0.04 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $1.8BItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
Private client RAUM: $970MderivedItem 5.D individuals plus high net worth individuals
Private client share: 53%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 15
RAUM per advisor: $122Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 28
Advisory employees: 23
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 250
High net worth clients: 34
Custody, client assets: $906M
SEC number: 801-130473
CIK: 2109121
CRD: 331478
Filings on the tape: 7
First filed: May 15, 2024
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, DE
Website: ampwp.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Michael S. Calkin	n/a	WEST PALM BEACH, FL	2	18	4	no
PETER Salvatore ALOISI	Chartered Financial Analyst	WEST PALM BEACH, FL \| NEW YORK, NY	1	21	1	no
JUDE R SCAGLIONE	n/a	WEST PALM BEACH, FL \| NEW YORK, NY	1	10	1	no
Abdulla Begai	Chartered Financial Analyst	WEST PALM BEACH, FL \| NEW YORK, NY	1	16	n/a	no
BRIAN MICHAEL OARD	Certified Financial Planner	WEST PALM BEACH, FL \| THOUSAND OAKS, CA	1	29	4	no
JOHN MCKENZIE RALLS	n/a	WEST PALM BEACH, FL \| ATLANTA, GA	1	13	1	no
LAWRENCE ADAM HILZENRATH	n/a	WEST PALM BEACH, FL	1	21	1	no
MATTHEW C. KING	Certified Financial Planner	WEST PALM BEACH, FL	1	15	n/a	no
EDUARDO ANTONIO VILLA OSPINA	Chartered Financial Analyst	WEST PALM BEACH, FL	1	18	3	no
Jonathan Lee Fitzgerald	Personal Financial Specialist	WEST PALM BEACH, FL	1	10	n/a	no
CHRISTOPHER JAMES COCOZZA	n/a	WEST PALM BEACH, FL	1	18	2	no
TAKUYA KISAKA	n/a	WEST PALM BEACH, FL \| NEW YORK, NY	1	20	1	no
MICHAEL JOSEPH MURGIO	Chartered Financial Analyst	WEST PALM BEACH, FL	1	24	1	no
Milos Janicic	n/a	New York, NY \| WEST PALM BEACH, FL	1	10	2	no
CARL WADE GARDINER	Chartered Financial Analyst	Bozeman, MT \| WEST PALM BEACH, FL	0	33	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALVAREZ & MARSAL INC.	Member	E	yes	04/2024	Mar 24, 2026	Mar 24, 2026
Calkin, Michael, S.	MANAGING DIRECTOR	Na	yes	04/2024	Mar 24, 2026	Mar 24, 2026
Fitzgerald, Jonathan, Lee	MANAGING DIRECTOR	Na	yes	05/2024	Mar 24, 2026	Mar 24, 2026
KING, ELIZABETH, NMN	MANAGING DIRECTOR	Na	yes	11/2024	Mar 24, 2026	Mar 24, 2026
KISAKA, TAKUYA	MANAGING DIRECTOR	Na	yes	10/2024	Mar 24, 2026	Mar 24, 2026
MURGIO, MICHAEL, JOSEPH	MANAGING DIRECTOR	Na	yes	10/2024	Mar 24, 2026	Mar 24, 2026
OARD, BRIAN, MICHAEL	MANAGING DIRECTOR	Na	yes	10/2024	Mar 24, 2026	Mar 24, 2026
RALLS, JOHN, MCKENZIE	MANAGING DIRECTOR	Na	yes	08/2024	Mar 24, 2026	Mar 24, 2026
Sacripanti, Peter	Chairman	Na	yes	04/2024	Mar 24, 2026	Mar 24, 2026
WOELFLE, CHRISTOPHER, J	CHIEF FINANCIAL OFFICER	Na	yes	01/2026	Mar 24, 2026	Mar 24, 2026
ALVAREZ, ANTONIO, CLEMENTE	Owner	D	yes	03/1984	May 15, 2024	Oct 10, 2024
MARSAL, BRYAN, PAUL	Owner	D	yes	03/1984	May 15, 2024	Oct 10, 2024
Monchick, Ariana, Nicole	CHIEF COMPLIANCE OFFICER	Na	yes	04/2024	May 15, 2024	Oct 10, 2024
Warner, Eugenie, Loring	CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL	Na	no	06/2025	Mar 24, 2026	Mar 24, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Atlanta	Ga	United States	1	no
NEW YORK	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$1.8B	$1.7B	28	23	4	n/a	n/a
2024	Mar 28, 2025	$761M	$761M	22	15	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	12	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.8B	$761M	140.9%	n/a	n/a	28	22	4	4

Relationships

Registered with (15)

← CARL WADE GARDINERAdvisorregistration: current employment
Apr 10, 2026 to presentfactForm ADV
← Milos JanicicAdvisorregistration: current employment
Aug 26, 2025 to presentfactForm ADV
← TAKUYA KISAKAAdvisorregistration: current employment
Apr 9, 2025 to presentfactForm ADV
← MICHAEL JOSEPH MURGIOAdvisorregistration: current employment
Apr 9, 2025 to presentfactForm ADV
← CHRISTOPHER JAMES COCOZZAAdvisorregistration: current employment
Mar 17, 2025 to presentfactForm ADV
← Jonathan Lee FitzgeraldAdvisorregistration: current employment
Feb 28, 2025 to presentfactForm ADV
← EDUARDO ANTONIO VILLA OSPINAAdvisorregistration: current employment
Jan 24, 2025 to presentfactForm ADV
← MATTHEW C. KINGAdvisorregistration: current employment
Jan 13, 2025 to presentfactForm ADV
← LAWRENCE ADAM HILZENRATHAdvisorregistration: current employment
Dec 26, 2024 to presentfactForm ADV
← JOHN MCKENZIE RALLSAdvisorregistration: current employment
Dec 5, 2024 to presentfactForm ADV
← BRIAN MICHAEL OARDAdvisorregistration: current employment
Dec 2, 2024 to presentfactForm ADV
← Abdulla BegaiAdvisorregistration: current employment
Oct 28, 2024 to presentfactForm ADV
← JUDE R SCAGLIONEAdvisorregistration: current employment
Oct 10, 2024 to presentfactForm ADV
← PETER Salvatore ALOISIAdvisorregistration: current employment
Oct 1, 2024 to presentfactForm ADV
← Michael S. CalkinAdvisorregistration: current employment
Sep 10, 2024 to presentfactForm ADV

Controls (9)

← MARSAL, BRYAN, PAULOwnerOWNER, ownership code D, individual
May 15, 2024 to Oct 10, 2024factForm ADV
← ALVAREZ, ANTONIO, CLEMENTEOwnerOWNER, ownership code D, individual
May 15, 2024 to Oct 10, 2024factForm ADV
← MURGIO, MICHAEL, JOSEPHOwnerMANAGING DIRECTOR, ownership code NA, individual
Oct 10, 2024 to Oct 10, 2024factForm ADV
← Monchick, Ariana, NicoleOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 15, 2024 to Oct 10, 2024factForm ADV
← Calkin, Michael, S.OwnerMANAGING DIRECTOR, ownership code NA, individual
May 15, 2024 to Oct 10, 2024factForm ADV
← RALLS, JOHN, MCKENZIEOwnerMANAGING DIRECTOR, ownership code NA, individual
Oct 10, 2024 to Oct 10, 2024factForm ADV
← Sacripanti, PeterOwnerCHAIRMAN, ownership code NA, individual
May 15, 2024 to Oct 10, 2024factForm ADV
← Fitzgerald, Jonathan, LeeOwnerMANAGING DIRECTOR, ownership code NA, individual
Oct 10, 2024 to Oct 10, 2024factForm ADV
← ALVAREZ & MARSAL INC.OwnerMEMBER, ownership code E, domestic entity
May 15, 2024 to Oct 10, 2024factForm ADV

Dated events

Occurred
Jul 2, 2025
Regulatory AUM changed
A&M Private Wealth Partners, Llc reported RAUM $1.6B, up 106% from $760.6M (2025-03-28 to 2025-07-02)
Form ADVobserved 5 days ago
$806M
Occurred
Mar 28, 2025
Regulatory AUM changed
A&M Private Wealth Partners, Llc reported RAUM $760.6M, up 637% from $103.2M (2025-01-23 to 2025-03-28)
Form ADVobserved 5 days ago
$657M
Occurred
Oct 10, 2024
Control person joined
Joseph Michael Murgio (Managing Director) appeared on Schedule A of A&M Private Wealth Partners, Llc
Form ADVobserved 5 days ago
Occurred
Oct 10, 2024
Control person joined
Mckenzie John Ralls (Managing Director) appeared on Schedule A of A&M Private Wealth Partners, Llc
Form ADVobserved 5 days ago
Occurred
Oct 10, 2024
Control person joined
Lee Jonathan Fitzgerald (Managing Director) appeared on Schedule A of A&M Private Wealth Partners, Llc
Form ADVobserved 5 days ago
Occurred
May 15, 2024
First Form ADV filing
A&M Private Wealth Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:26eb3428-d01f-8bf7-c559-ac89ec32aeb6
First observed: May 15, 2024
Last observed: Mar 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

A&M PRIVATE WEALTH PARTNERS, LLC

CRD 331478

WEST PALM BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:26eb3428-d01f-8bf7-c559-ac89ec32aeb6

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:26 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Michael S. Calkin

n/a

WEST PALM BEACH, FL

PETER Salvatore ALOISI

Chartered Financial Analyst

WEST PALM BEACH, FL | NEW YORK, NY

JUDE R SCAGLIONE

n/a

WEST PALM BEACH, FL | NEW YORK, NY

Abdulla Begai

Chartered Financial Analyst

WEST PALM BEACH, FL | NEW YORK, NY

n/a

BRIAN MICHAEL OARD

Certified Financial Planner

WEST PALM BEACH, FL | THOUSAND OAKS, CA

JOHN MCKENZIE RALLS

n/a

WEST PALM BEACH, FL | ATLANTA, GA

LAWRENCE ADAM HILZENRATH

n/a

WEST PALM BEACH, FL

MATTHEW C. KING

Certified Financial Planner

WEST PALM BEACH, FL

n/a

EDUARDO ANTONIO VILLA OSPINA

Chartered Financial Analyst

WEST PALM BEACH, FL

Jonathan Lee Fitzgerald

Personal Financial Specialist

WEST PALM BEACH, FL

n/a

CHRISTOPHER JAMES COCOZZA

n/a

WEST PALM BEACH, FL

TAKUYA KISAKA

n/a

WEST PALM BEACH, FL | NEW YORK, NY

MICHAEL JOSEPH MURGIO

Chartered Financial Analyst

WEST PALM BEACH, FL

Milos Janicic

n/a

New York, NY | WEST PALM BEACH, FL

CARL WADE GARDINER

Chartered Financial Analyst

Bozeman, MT | WEST PALM BEACH, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALVAREZ & MARSAL INC.

Member

yes

04/2024

Mar 24, 2026

Calkin, Michael, S.

MANAGING DIRECTOR

yes

04/2024

Mar 24, 2026

Fitzgerald, Jonathan, Lee

MANAGING DIRECTOR

yes

05/2024

Mar 24, 2026

KING, ELIZABETH, NMN

MANAGING DIRECTOR

yes

11/2024

Mar 24, 2026

KISAKA, TAKUYA

MANAGING DIRECTOR

yes

10/2024

Mar 24, 2026

MURGIO, MICHAEL, JOSEPH

MANAGING DIRECTOR

yes

10/2024

Mar 24, 2026

OARD, BRIAN, MICHAEL

MANAGING DIRECTOR

yes

10/2024

Mar 24, 2026

RALLS, JOHN, MCKENZIE

MANAGING DIRECTOR

yes

08/2024

Mar 24, 2026

Sacripanti, Peter

Chairman

yes

04/2024

Mar 24, 2026

WOELFLE, CHRISTOPHER, J

CHIEF FINANCIAL OFFICER

yes

01/2026

Mar 24, 2026

ALVAREZ, ANTONIO, CLEMENTE

Owner

yes

03/1984

May 15, 2024

Oct 10, 2024

MARSAL, BRYAN, PAUL

Owner

yes

03/1984

May 15, 2024

Oct 10, 2024

Monchick, Ariana, Nicole

CHIEF COMPLIANCE OFFICER

yes

04/2024

May 15, 2024

Oct 10, 2024

Warner, Eugenie, Loring

CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL

06/2025

Mar 24, 2026

City

State

Country

Employees

Also broker-dealer

Atlanta

United States

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$1.8B

$1.7B

n/a

2024

Mar 28, 2025

$761M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.8B

$761M

140.9%

n/a