Defining Wealth Partners Llc
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ADV data as of Apr 15, 2026
- Regulatory AUM
- $50.3M
- Discretionary
- $50.3M
- Clients
- 182
- Avg AUM / client
- $276K
- Accounts
- 584
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 122 | $24.8M | 49.2% |
| High net worth individuals | 56 | $24.3M | 48.2% |
| Pension and profit sharing plans | 4 | $1.3M | 2.55% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kyle Raymond Kuyat | Registered representative | CFP Chartered Financial Consultant | Nov 2023 (3y) | |
| Jacob Matthew Gardner | Registered representative | CFP | May 2024 (2y) | |
| Andrew Paul Charbonneau | Registered representative | CFP | Dec 2024 (2y) | |
| Caleb Matthew Bogia Curles | Registered representative | CFP | Aug 2025 (1y) | |
| Blake Taylor Hummel | Registered representative | CFP | Dec 2025 (1y) | |
| Tyler Vaughn Baskin | Registered representative | CFP | Feb 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/15/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Truist Financial Corp $30.6M (61% of AUM) Apr 2026
- Sei Investments Distribution Co. $10.0M (20% of AUM) Apr 2026
- Betterment $8.8M (17% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 15, 2026.
View current Form ADV (SEC/IAPD) ↗