Ample Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ample Wealth Partners LLC is a newly registered SEC investment adviser that offers asset management, financial planning and consulting, and retirement plan (pension) consulting to individuals, high‑net‑worth clients, and business owners. The firm’s brochure indicates it currently has no assets under management and no registered advisory personnel.
The firm describes an investment approach that uses fundamental analysis and Modern Portfolio Theory to build long‑term and income‑oriented portfolios and offers discretionary portfolio management for individual custodial accounts. Financial planning services are offered as fixed‑fee packages (Foundation, Elevate, Summit) with options for ongoing reviews or one‑time project engagements, and the firm states it may waive planning fees when clients engage its asset management services.
Notable distinctions include explicit retirement plan consulting capabilities — including acting in roles consistent with 3(21) and 3(38) fiduciary responsibilities and conducting fund‑selection and ongoing plan‑level monitoring — a service set that is relatively uncommon for firms in this registration category. The brochure also notes the firm does not act as a private fund adviser and intends to use an independent qualified custodian relationship with access to institutional support services.
Client services
Expertise
Occupation focus
Fee options
$500,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%
Account minimum: $500,000 Minimum fee: Financial planning fees range from $1,800 to $4,500 depending on asset levels; waivable if asset management services engaged.
Main office
Saint Cloud FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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