Carl Wade Gardiner
Investment adviser representative at A&m Private Wealth Partners, LLC
10 yearsExperience
5 statesRegistered in
CFADesignation
$1.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- A&m Private Wealth Partners, LLCApr 2026 to now
- Alvarez & Marsal Private Wealth Partners, LLCFeb 2026 to now
- Bitterroot Capital Advisors LLCJan 2020 to now
- Constancy Investors LLCJan 2016 to Jan 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 5 states (CA, DE, MT, NY, TX).
A&m Private Wealth Partners, LLC
$1.8BAssets managed
43Clients
15Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2270780
- Firm CRD
- 331478