Unclaimed Profile

Michael Joseph Murgio

A&M PRIVATE WEALTH PARTNERS, LLC·PALM BEACH GARDENS, Florida

Series 7, Series 63Clean record14 years registeredA&M PRIVATE WEALTH PARTNERS, LLC

3825 PGA BLVD., PALM BEACH GARDENS, FL 33410CRD# 3269860Firm CRD# 331478

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Joseph Murgio · PALM BEACH GARDENS, FL

Registration

CRD #3269860 · A&M PRIVATE WEALTH PARTNERS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

A&M PRIVATE WEALTH PARTNERS, LLC

Apr 2025 – present

GENSPRING FAMILY OFFICES, LLC

Aug 2011 – Jul 2015

JUPITER, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · August 18, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

A&M PRIVATE WEALTH PARTNERS, LLC

CRD 331478 · SEC 801-130473

AUM

$103M

Regulatory assets under management

Employees

10 client accounts

Services offered by A&M PRIVATE WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at A&M PRIVATE WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Joseph Murgio offer?

Michael Joseph Murgio specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALM BEACH GARDENS, Florida for a consultation.

What are Michael Joseph Murgio's credentials?

Michael Joseph Murgio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Joseph Murgio located?

Michael Joseph Murgio is based in PALM BEACH GARDENS, Florida, working with A&M PRIVATE WEALTH PARTNERS, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.

How does Michael Joseph Murgio charge for services?

Michael Joseph Murgio's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is A&M PRIVATE WEALTH PARTNERS, LLC?

A&M PRIVATE WEALTH PARTNERS, LLC has approximately 20 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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