$1.8B Total AUM
$1.7B Disc. AUM
-- 3Y CAGR
28 Employees
43 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- CatalystValue +more
- Established Date
- 04-01-2024
- Office Locations
- 5
Office Locations
300 Banyan Blvd 10th Floor West Palm Beach FL
3424 Peachtree RD NE #1500 Atlanta GA
350 Fifth Avenue THE Empire State Building NEW York NY
About A&m Private Wealth Partners, LLC
Alvarez & Marsal Private Wealth Partners (AMPWP) provides bespoke wealth planning, investment management, and tax advisory for high-net-worth individuals and families and family offices, collaborating with professional advisors as needed. The firm emphasizes a fiduciary-first approach and tailored strategies to address complex financial needs, and is headquartered in West Palm Beach, Florida.
Team overview
45 AVG AGE
$79.7M AVG AUM / ADVISOR
$42.6M AVG AUM / CLIENT
1.4 yrs AVG TENURE
28 Employees
23 Advisory Reps
14 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Element vertex Matrix Wave Frontier bridge Summit Catalyst value Meridian Horizon Vertex element Momentum vital Foundation quantum Matrix Vital ridge
Client Personas
Pathway radial Foundation
Custodian
Matrix fusion Eagle harbor Quantum meridian Focus atlas Timber Fusion Focus element Alpha Beacon Oak element Signal vertex Insight vital Matrix Beacon horizon Prime Oak element Insight Frontier Peak Signal Fusion foundation Frontier delta Summit peak Ridge wave Legacy Vertex
Fund Managers
Summit
Investment Themes
Bridge north Foundation Unison alpha Catalyst Summit alpha Atlas Meridian
Investment Vehicles
Pioneer optima
Platform
Horizon
Services
Ridge frontier Frontier quantum Foundation Focus quantum Unison momentum Horizon Pioneer Atlas radial Momentum catalyst Harbor pioneer
Technology
Vector crest Value harbor Unison Alpha Unison element
Owner & Executives
Michael S. Calkin
MANAGING DIRECTOR
- CRD
- #5552261
- Ownership
- Less than 5%
(869) 376-4259
harbor.peak@meridiancapital.com
in linkedin.com/in/signal-quantum
Jonathan Lee Fitzgerald
MANAGING DIRECTOR
- CRD
- #7996298
- Ownership
- Less than 5%
(583) 709-4407
north.foundation@radialcapital.com
in linkedin.com/in/wave-momentum
P
Peak glacier
Alpha oak vector
- CRD
- #10181
- Ownership
- 45.8%
(208) 966-4040
catalyst.fusion@radialcapital.com
in linkedin.com/in/bridge-timber
Showing 2 of 10 owners & executives
Unlock allContacts
PETER Salvatore ALOISI
Fixed Income Portfolio Manager
- CRD
- #4888426
(943) 391-3387
oak.crest@ridgecapital.com
in linkedin.com/in/summit-vector
Abdulla Begai
Director and Head of Fixed Income Trading
- CRD
- #7952127
(434) 247-2686
beacon.zenith@atlascapital.com
in linkedin.com/in/signal-delta
O
Oak fusion
Value momentum wave
- CRD
- #28036
(815) 794-5727
north.frontier@ridgecapital.com
in linkedin.com/in/foundation-vector
Showing 2 of 19 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,653,643,176 | $8,843,012 |
| Non-Discretionary | $179,083,775 | $2,842,600 |
| Total | $1,832,726,951 | $7,330,908 |
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Separately Managed Accounts
Total SMA Asset: $1,832,726,951
Public Funds:
7.1% Equity - Exchange:
14.6% Municipal Bonds:
21.1% Private Funds:
25.3% U.S. Government/Agency:
21.8% Other:
10.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $588,699,478 | 7.1% |
| Equity - Exchange | $1,210,565,124 | 14.6% |
| Municipal Bonds | $1,749,515,350 | 21.1% |
| Private Funds | $2,097,760,111 | 25.3% |
| U.S. Government/Agency | $1,807,556,143 | 21.8% |
| Other | $837,445,736 | 10.1% |
| Total | $8,291,541,942 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION VECTOR INSIGHT | NORTH DELTA | 47G7U8YVE | MLIHG | 3.18% | $39,476,867 |
| WAVE HARBOR | RADIAL MERIDIAN | YS5Q36ESI | DYYJV | 1.57% | $86,112,701 |
| ELEMENT DELTA PIONEER | PIONEER INSIGHT | 5Y0SHAZ82 | ALCS | 11.05% | $117,180,242 |
| PRIME NORTH | VITAL TIMBER | 5F3SIJO7T | UPYRO | 5.75% | $3,650,192 |
| ZENITH CAPITAL | GLACIER UNISON | 9PNBVTAHF | XGCC | 5.08% | $29,468,716 |
| VITAL HARBOR FRONTIER | FUSION ALPHA | O03CWAHLC | CXN | 1.36% | $68,108,509 |
| BEACON MOMENTUM RADIAL | MATRIX PATHWAY | RDVD5N9YG | EODFI | 12.21% | $86,533,995 |
| PRIME PEAK OPTIMA | PRIME VALUE | DT04ZEL72 | TSDV | 0.82% | $10,150,356 |