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.

Current firm

A&M PRIVATE WEALTH PARTNERS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 26, 1992earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

5

Designations

Chartered Financial Analyst

Exams

S63

First exam

Sep 26, 1992

First registration

Feb 21, 2017

Dual registered

no

Other names

CARL W GARDINER

IAPD individual key

2270780

• Occurred

  May 14, 2026
  Advisor changed firm

  Carl Wade Gardiner left Bitterroot Capital Advisors Llc for A&M Private Wealth Partners, Llc (registered 2026-04-10)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:813bb21e-47fc-5e48-b738-5ebec1ae9b08

First observed

Feb 21, 2017

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed 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.