Eduardo A. Villa Ospina

A&M PRIVATE WEALTH PARTNERS

WEST PALM BEACH, FL 33401

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CRD#: 5505430

Professional summary

Eduardo Antonio Villa Ospina, who also goes by Eduardo A VIlla, Eduardo Antonio Villa, is a registered financial advisor currently at A&M PRIVATE WEALTH PARTNERS, LLC located in West Palm Beach, Florida.

Eduardo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Eduardo has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eduardo A Villa | Eduardo Antonio Villa

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 Eduardo Antonio Villa Ospina'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

January 24, 2025 - 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

May 29, 2015 - October 7, 2015

GFO ADVISORY SERVICES, LLC

RIA

CRD#: 109278

JUPITER, FL

Past

October 20, 2008 - January 15, 2013

GFO ADVISORY SERVICES, LLC

RIA

CRD#: 109278

GREENWICH, CT

Past

August 21, 2008 - April 29, 2014

WE FAMILY OFFICES

RIA

CRD#: 109869

MIAMI, FL

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".

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
(1/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/7/2008

Uniform Investment Adviser Law Examination

Current Firm

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

SEC notice filing (6 States and Territories)

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 Accounts	150
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.

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Eduardo A. Villa Ospina

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eduardo Antonio Villa Ospina's CRS (Customer Relationship Summary).

Certified licenses

Experience

A&M PRIVATE WEALTH PARTNERS, LLC

GFO ADVISORY SERVICES, LLC

GFO ADVISORY SERVICES, LLC

WE FAMILY OFFICES

Primary Firm SEC Registration

A&M PRIVATE WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/7/2008

Current Firm

A&M PRIVATE WEALTH PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

A&M PRIVATE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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