COURTSIDE WEALTH PARTNERS LLC

COURTSIDE WEALTH PARTNERS LLC is an SEC-registered investment adviser (CRD 332257). Regulatory assets under management: $2.7M.

Registration

• CRD: 332257
• Type: Registered investment adviser
• Phone: 215-678-6081
• Latest filing: 2026-01-20
• Regulatory AUM: $2.7M
• Discretionary AUM: $2.7M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332257 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search