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LH

Lawrence A. Hilzenrath

A&M PRIVATE WEALTH PARTNERS
WEST PALM BEACH, FL 33401
Some features on this profile are disabled
CRD#: 4812239
LH

Professional summary


Lawrence Adam Hilzenrath, who also goes by Larry Hilzenrath, is a registered financial advisor currently at A&M PRIVATE WEALTH PARTNERS, LLC located in West Palm Beach, Florida.

Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Lawrence has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Larry Hilzenrath

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Lawrence Adam Hilzenrath's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 26, 2024 - Present

A&M PRIVATE WEALTH PARTNERS, LLC

Office #1: 300 Banyan Blvd 10th Floor, West Palm Beach, FL 33401
RIA
CRD#: 331478
WEST PALM BEACH, FL
Past

September 28, 2011 - February 3, 2015

GFO ADVISORY SERVICES, LLC

RIA
CRD#: 109278
JUPITER, FL
Past

March 29, 2006 - January 29, 2007

HEDGE FUND CAPITAL PARTNERS, LLC

BD
CRD#: 113326
BROOKLYN, NY
Past

July 23, 2004 - December 31, 2005

TRAUTMAN WASSERMAN & COMPANY, INC.

BD
CRD#: 33007
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AP
A&M PRIVATE WEALTH PARTNERS, LLC
A&M PRIVATE WEALTH PARTNERS | AMPWP LLC | AMPWP | ALVAREZ & MARSAL PRIVATE WEALTH PARTNERS LLC | ALVAREZ & MARSAL PRIVATE WEALTH PARTNERS | A&M PRIVATE WEALTH PARTNERS, LLC

CRD#: 331478 / SEC#: 801-130473

RIA
Registered Investment Advisory firm - (6/14/2024 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(12/26/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/14/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


AP
A&M PRIVATE WEALTH PARTNERS, LLC
A&M PRIVATE WEALTH PARTNERS | AMPWP LLC | AMPWP | ALVAREZ & MARSAL PRIVATE WEALTH PARTNERS LLC | ALVAREZ & MARSAL PRIVATE WEALTH PARTNERS | A&M PRIVATE WEALTH PARTNERS, LLC

CRD#: 331478 / SEC#: 801-130473

RIA
Registered Investment Advisory firm - (6/14/2024 Approved)
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Contact information


Main Address
300 Banyan Blvd 10th Floor, West Palm Beach, FL 33401
Mailing Address
Phone number
(561) 268-0900
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AMPWM FORM ADV PART 2A BROCHURE (7/2/2025)

Regulatory assets under management


Total Number of Accounts150
AUM (Assets Under Management)$ 1,566,202,969

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


A&M PRIVATE WEALTH PARTNERS, LLC

CRD#: 331478West Palm Beach, FL 33401

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