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Structure Wealth Partners LLC

EST. AUM
$68,161,986

CONTACTS
1

CLIENT ACCOUNTS
131

Firm Details

Metro area Orlando
CRD Number 338538
Website structurewealth.com
Client types

Overview

Structure Wealth Partners LLC (“SWP”) is a Florida-based registered investment adviser formed in September 2025 and wholly owned by its principal, Leonardo Cassin. The firm provides customized portfolio management and financial planning services to individuals and high-net-worth individuals, operating in a fiduciary capacity and tailoring its advice to each client’s goals, risk tolerance, and financial situation. SWP manages client accounts on both a discretionary and non-discretionary basis, guided by individualized Investment Policy Statements and ongoing portfolio monitoring.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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