# Frame Wealth Management

Frame Wealth Management is a Multi Family Office based in London, United Kingdom.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** London, United Kingdom
- **Region:** Europe
- **Address:** London, United Kingdom
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** framewealthmanagement.com

## Regulatory record

- **CRD number:** 311601
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311601

## About

Frame Wealth Partners provides personalized, advice-driven financial planning rather than product sales. With over 75 years of combined experience, the firm acts as strategic architects of clients' wealth, offering comprehensive financial planning, investment planning, tax strategies, and cash and liabilities management. They serve business owners, equity compensated employees, C-suite executives, and pre-retirees and retirees, emphasizing transparent partnerships.

## Sectors

- Wealth Management
- Financial Planning

## People

- W. Morgan Watson — Financial Planner, Managing Partner
- W. Morgan Watson — Co-Founder and Managing Partner
- Jay Duffy — CFP®, Financial Planner, Managing Partner
- Jay Duffy — Co-Founder and Managing Partner
- Annette Quigley — CFP®, CRC®, Financial Planner, Senior Partner
- Matt Braerman — Financial Planner, Associate
- Jake Krieger — Financial Planner, Associate
- Camden Butler — Financial Planner, Associate
- Justin Gue — Client Relationship Manager
- Emma Frank — Client Relationship Manager
- Elia Reppas — Client Relationship Manager

## Questions

### How does Frame Wealth Management structure its investment approach?

Frame employs a goal-based planning methodology, constructing portfolios designed to meet specific client objectives across time horizons. The firm allocates across public equities, fixed income, and alternatives through managed funds and model portfolios, rather than promoting direct private-market deal access. This positions Frame as a holistic financial planner first, with investment management as one integrated component.

### Does Frame disclose its assets under management?

No. Frame Wealth Management does not publicly report assets under management or total client assets. This is common among smaller, privately held UK wealth managers that are not subject to public disclosure requirements and choose not to participate in industry surveys. In the absence of disclosed figures, external estimates are not available.

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- [Foundation Financial Advisors](https://altss.com/profile/foundation-financial-advisors-inc)
- [Full Financial](https://altss.com/profile/full-financial-inc)

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Last updated: 2026-08-11T15:06:49.768Z

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