# A&M PRIVATE WEALTH PARTNERS, LLC

A&M PRIVATE WEALTH PARTNERS, LLC of WEST PALM BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 331478
- Type: SEC-registered investment adviser
- SEC file number: 801-130473
- Location: 300 BANYAN BLVD, 10TH FLOOR, WEST PALM BEACH, FL, 33401
- Phone: 561-268-0900
- Latest filing: 2026-03-24
- Regulatory AUM: $1.8B
- Discretionary AUM: $1.7B
- Non-discretionary AUM: $179.1M
- Clients: 28
- Accounts: 250

## Business model

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

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| MICHAEL S CALKIN | MANAGING DIRECTOR | WASHINGTON, DC |
| Bryan Paul Marsal | OWNER | — |
| Antonio Clemente Alvarez | OWNER | — |
| Peter Sacripanti | CHAIRMAN | — |
| Michael Joseph Murgio | MANAGING DIRECTOR | — |
| John Mckenzie Ralls | MANAGING DIRECTOR | — |
| Jonathan Lee Fitzgerald | MANAGING DIRECTOR | — |
| Elizabeth Nmn King | MANAGING DIRECTOR | — |
| Takuya Kisaka | MANAGING DIRECTOR | — |
| Brian Michael Oard | MANAGING DIRECTOR | — |
| Eugenie Loring Warner | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | — |
| Ariana Nicole Monchick | CHIEF COMPLIANCE OFFICER | — |
| MARSAL BRYAN PAUL | OWNER | — |
| CALKIN MICHAEL S | MANAGING DIRECTOR; MANAGING PARTNER | — |
| MONCHICK ARIANA NICOLE | CHIEF COMPLIANCE OFFICER | — |
| ALVAREZ ANTONIO CLEMENTE | OWNER | — |
| Sacripanti Peter | CHAIRMAN | — |
| MURGIO MICHAEL JOSEPH | MANAGING DIRECTOR | — |
| RALLS JOHN MCKENZIE | MANAGING DIRECTOR | — |
| Fitzgerald Jonathan Lee | MANAGING DIRECTOR | — |
| Michael S. Calkin | MANAGING DIRECTOR | — |
| Christopher J Woelfle | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331478/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331478/similar
- Related entities: https://search.stillhousedata.com/firm/331478/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331478

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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.