# FIDUCIARY WEALTH PARTNERS, LLC

FIDUCIARY WEALTH PARTNERS, LLC of NEWTON LOWER FALLS, MA is an SEC-registered investment adviser.

## Registration

- CRD: 160696
- Type: SEC-registered investment adviser
- SEC file number: 801-73067
- Location: 2310 WASHINGTON STREET, 3RD FLOOR, NEWTON LOWER FALLS, MA, 02462
- Phone: 617-602-1900
- Latest filing: 2026-03-06
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $201.0M
- Clients: 10
- Accounts: 492

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| James Keen Cornell | MANAGING PARTNER | Boston, MA |
| Preston Daniel Mcswain | MANAGING PARTNER | — |
| Erik Robert Marr | CCO | — |
| CORNELL JAMES KEEN | CHIEF COMPLIANCE OFFICER; MANAGING PARTNER | — |
| MCSWAIN PRESTON DANIEL | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; MANAGING PARTNER | — |
| MARR ERIK ROBERT | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/160696/brochure
- Similar advisers: https://search.stillhousedata.com/firm/160696/similar
- Related entities: https://search.stillhousedata.com/firm/160696/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/160696

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.