Falists
← Back to search

DEFINING WEALTH

DEFINING WEALTH PARTNERS LLC

CRD 328930

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

Visit website

United States

Registration

— (—)

Source

State registered

Total AUM

$50.3M

Discretionary AUM

$50.3M

Team

6 total employees; 6 advisory reps; 56 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-15

Disciplinary history

No

Verify reputation

Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.

  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

    FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.

  • Better Business Bureau →

    Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals122$24.8M
High net worth individuals56$24.3M
Pension/profit sharing plans4$1.3M

All web addresses on file

Official SEC filing: View on IAPD