Courtside Wealth Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,733,760
Clients
6
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$455,627
About
Courtside Wealth Partners LLC provides investment management and ongoing financial planning to individuals, high‑net‑worth individuals, and charitable organizations. The firm is fee‑only and delivers discretionary portfolio management alongside comprehensive planning services organized into three tiers (All‑Star, MVP, and Hall of Fame) that cover cash‑flow and retirement planning, risk/insurance review, and investment management.
The firm’s investment process emphasizes asset allocation informed by Modern Portfolio Theory, combining fundamental analysis with passive mutual fund and ETF strategies, and offers socially responsible investing options when requested. Clients grant discretionary trading authority and receive tailored services based on the chosen tier; the MVP tier explicitly adds tax planning and preparation through an affiliated accounting firm.
A notable characteristic is the firm’s affiliation with Courtside CPA & Associates, PLLC, which is used to integrate tax planning and accounting services into client engagements — an arrangement that is uncommon among independent advisers. Courtside also offers operational services typically less common at this scale (bill pay and expense management and a dedicated relationship manager in its Hall of Fame tier), requires use of its recommended custodial platforms (Altruist and/or JP Morgan), and manages a relatively small asset base and client roster, suggesting highly personalized relationships.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Mid-Career Professionals
Fee options
$0 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.50%
Fee-only: Ongoing Financial Planning: $9,000 annually ($750 per month), fees negotiable
Most active in
Courtside Wealth Partners LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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