Fiduciary Wealth Partners, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 160696
- SEC number
- 801-73067
- Firm type
- RIA
- Assets under management
- $1.5B as of Mar 6, 2026
- Website
- www.linkedin.com/COMPANY/9187930 ↗
- Phone
- 617-602-1900
- Address
- 2310 Washington Street, Newton Lower Falls, MA, 02462
Advisors at this firm
5 in our index · page 1 of 1
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Stephen E BonderCRD 7884994 · Newton Lower Falls, MAIA Registered
-
Daniel P GrenierCRD 6350614 · Newton Lower Falls, MAIA RegisteredRegistration inactive
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Preston Daniel McswainCRD 2320744 · Boston, MAIA RegisteredDisclosure event(s) on record
-
Luke V McculloughCRD 8058289 · Newton Lower Falls, MAIA RegisteredRegistration inactive
-
Ralph Frederick WetmoreCRD 7064294 · Newton Lower Falls, MAIA Registered
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 160696 ↗
FINRA BrokerCheck record for firm CRD 160696 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.