$1.5B Total AUM
$1.3B Disc. AUM
1.2% 3Y CAGR
10 Employees
126 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Timber horizonMomentum +more
- Established Date
- 01-27-2012
- Office Locations
- 2
Office Locations
177 Huntington Ave. 17th FL Boston MA
2310 Washington Street 3RD Floor Newton Lower Falls MA
About Fiduciary Wealth Partners, LLC
Fiduciary Wealth Partners provides fiduciary wealth and investment counseling for individuals, families, trusts and foundations, with integrated wealth planning, investment policy design and portfolio management. The firm also advises on family governance, trustee issues, liquidity and risk management. Led by managing partners with 25+ years each and supported by a Research Roundtable partner network; custody includes Fidelity/NFS.
Team overview
57 AVG AGE
$193.1M AVG AUM / ADVISOR
$12.3M AVG AUM / CLIENT
6.7 yrs AVG TENURE
10 Employees
8 Advisory Reps
8 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Matrix Pioneer Unison peak Summit Quantum crest Pioneer delta Crest Foundation Capital insight Radial vertex
Custodian
Harbor Eagle legacy Delta Oak Vertex catalyst Legacy
Fund Managers
Vital delta
Investment Themes
Value value Eagle foundation Delta pioneer Horizon pathway Element Foundation vector
Investment Vehicles
Foundation Harbor atlas
Services
Eagle radial Quantum Fusion quantum Timber wave Ember
Technology
Quantum catalyst Beacon Oak Vertex oak Atlas Legacy
Owner & Executives
PRESTON DANIEL MCSWAIN
Managing Partner, Partner
- CRD
- #2320744
- Ownership
- 75% or more
(848) 441-7631
north.meridian@vitalcapital.com
in linkedin.com/in/quantum-value
JAMES KEEN CORNELL
Managing Partner, Partner
- CRD
- #2826487
- Ownership
- Less than 5%
(335) 240-9278
wave.optima@vitalcapital.com
in linkedin.com/in/wave-timber
R
Ridge quantum
Signal ridge
- CRD
- #85151
- Ownership
- 8.4%
(886) 893-2890
radial.frontier@pathwaycapital.com
in linkedin.com/in/frontier-fusion
Showing 2 of 3 owners & executives
Unlock allContacts
S
Stephen E Bonder
--
- CRD
- #7884994
(601) 201-9056
fusion.timber@focuscapital.com
in linkedin.com/in/bridge-alpha
D
DANIEL P GRENIER
Partner
- CRD
- #6350614
(578) 419-3221
momentum.vital@horizoncapital.com
in linkedin.com/in/eagle-insight
D
Delta pioneer
Harbor quantum atlas
- CRD
- #88430
(302) 714-5086
beacon.harbor@beaconcapital.com
in linkedin.com/in/timber-atlas
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,343,385,153 | $4,569,337 |
| Non-Discretionary | $201,040,491 | $1,015,356 |
| Total | $1,544,425,644 | $3,139,077 |
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Separately Managed Accounts
Total SMA Asset: $1,544,425,644
Public Funds:
33.2% Cash:
16.5% Equity - Exchange:
33.8% Municipal Bonds:
16.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,696,693,184 | 33.2% |
| Cash | $1,340,224,022 | 16.5% |
| Equity - Exchange | $2,745,428,603 | 33.8% |
| Municipal Bonds | $1,340,224,022 | 16.5% |
| Total | $8,122,569,831 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST FOCUS | FOUNDATION EAGLE | 6BI6WVCK8 | PWHU | 4.94% | $19,654,576 |
| EMBER EMBER QUANTUM | NORTH TIMBER | VL5W1OH0Y | MSPGK | 7.89% | $51,441,178 |
| MOMENTUM CATALYST | NORTH BEACON | RMCF0EEHB | JDV | 6.17% | $88,722,140 |
| PIONEER CAPITAL | FOUNDATION FUSION | O7FXBH0ZR | OQAA | 10.62% | $15,041,052 |
| BRIDGE CATALYST PEAK | NORTH MOMENTUM | 17BCYBYPZ | UYV | 12.50% | $83,807,297 |
| SUMMIT VECTOR | MERIDIAN CAPITAL | GXJVMK3AZ | YDAVN | 3.81% | $56,764,046 |
| ALPHA EAGLE | HARBOR MATRIX | E9JI1BMZO | QWHOR | 12.19% | $91,418,175 |
| SUMMIT INSIGHT | ZENITH FOCUS | Q7FSWJMQW | XCZC | 2.18% | $82,601,931 |