S
$68.2M Total AUM
$68.2M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Stonex
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-08-2026
- Office Locations
- 1
Office Locations
450 S Orange AVE 3RD Floor Orlando FL
About Structure Wealth Partners LLC
Structure Wealth Partners LLC is a Orlando-based RIA. The firm has been operating for 0 years. Managing $68.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Stonex.
Team overview
38 AVG AGE
$68.2M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MATTHEW GREGORY GILES
Chief Compliance Officer, Financial Advisor, PRINCIPAL
- CRD
- #5652239
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,161,986 | $520,321 |
| Non-Discretionary | $0 | -- |
| Total | $68,161,986 | $520,321 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Public Funds:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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