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- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2024
- Office Locations
- 12
Office Locations
About Indivisible Partners
Indivisible Partners is an SEC-registered RIA delivering comprehensive wealth planning, portfolio advice, and investment and lending solutions supported by business consulting. The firm partners with independent advisor teams, providing high-touch support and a fully integrated, customizable advisor workstation to improve client engagement and decision-making. Its open-architecture approach includes access to private markets and integrated planning resources such as tax and estate planning.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL ADORNETTO
HEAD OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
ANTHONY PETER CIESZKO
--
- CRD
- #1158003
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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Brandon Michael Berges
Associate Advisor
- CRD
- #8278036
JAKE L BERMAN
Advisor
- CRD
- #6905569
Showing 2 of 32 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,074,163,115 | $780,054 |
| Non-Discretionary | $5,489,573 | $422,275 |
| Total | $2,079,652,688 | $778,313 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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