Investment adviser · CRD 344024

SELECT WEALTH PARTNERS

Investment adviser filing (IA)

SELECT WEALTH PARTNERS, LLC

MIDDLETOWN, NY, United States · Form ADV filed Sep 30, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
19
Reported in this filing
Advisory professionals
10
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

12 EVERGREEN DRIVE
MIDDLETOWN, NY, 10940, United States

CRD 344024

Filing source

Form ADV 2135954 · Sep 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.