Almanack Investment Partners
Wayne, PA·SEC-registered · CRD #282428
Almanack Investment Partners is an SEC-registered investment advisory firm in Wayne, PA managing $946M across 1.8k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$946M
Client accounts
1.8k
Advisory staff
13
Fee model
Fee-based
How Almanack Investment Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Almanack Investment Partners
How much does Almanack Investment Partners manage?
Per its most recent SEC Form ADV filing (04/30/2026), Almanack Investment Partners reports $946M in regulatory assets under management across roughly 1.8k client accounts.
How does Almanack Investment Partners charge?
Almanack Investment Partners is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Almanack Investment Partners a fiduciary?
Yes. Almanack Investment Partners is registered with the U.S. Securities and Exchange Commission (CRD #282428), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Almanack Investment Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Almanack Investment Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Wayne, PA
Profile compiled from Almanack Investment Partners's public SEC Form ADV filing (CRD #282428, filed 04/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Almanack Investment Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Almanack Investment Partners? Claim this profile.