AC Wealth Partners
45yrs
Top advisor by experience at AC Wealth Partners
AC Wealth Partners
Berwyn, PA. Legal name: Ategenos Capital, LLC
About the firm
A registered investment advisory firm based in Berwyn, Pennsylvania. It manages about $1.07 billion for roughly 369 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$996,399
Assets under management ?$1.07 billion
Individual clients369
Median years of experience25
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publications
Advisors at AC Wealth Partners
6Advisors
25Median years of experience
1States with offices
–Offices
Also known as
Ategenos Capital, LLC
About AC Wealth Partners
How do I contact AC Wealth Partners?
Call the main office at 1-800-461-3205. The main office is at 1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312.
How is AC Wealth Partners paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does AC Wealth Partners offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Choosing other investment managers, Newsletters and publications.
How many advisors work at AC Wealth Partners?
We list 6 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.