Structure Wealth Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$59,229,956
Clients
42
45% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
42
HighAverage account size
$1,410,237
About
Structure Wealth Partners LLC provides discretionary and non‑discretionary portfolio management and financial planning to individuals and high‑net‑worth individuals. The firm delivers ongoing portfolio management under individualized investment policy statements and may engage third‑party managers or sub‑advisors while acting as a fiduciary for retirement accounts.
Its investment process combines modern portfolio theory and cyclical analysis and employs both long‑ and short‑term trading to align portfolios with client risk profiles. Portfolio recommendations typically use exchange‑traded funds but can include structured products, private and alternative investments, interval funds, annuities, and digital assets, and the firm may allocate portions of client accounts to third‑party managers such as SyntheticFi.
Distinctive features disclosed in the brochure include a sub‑advisory arrangement with SyntheticFi and a firm policy that requires clients to use designated custodians (Schwab Institutional and StoneX), which influences execution and the use of third‑party platforms. The firm also discloses that supervised persons may be licensed insurance agents and that it is newly formed and recently changed its registration status, matters the firm identifies and documents as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Fee options
Financial planning fixed fees up to $10,000 per engagement.
1.99% annually
Insurance commissions and other remuneration from insurance product sales separate from advisory fees.
Up to $500 per hour internal hourly rate for financial planning services.
Main office location
Structure Wealth Partners LLC
450 S Orange Ave, 3 Rd Floor
Orlando FL 32801, United States
Number of offices
1
Most active in
Structure Wealth Partners LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
Forms ADV
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