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FAMILY WEALTH PARTNERS CONCORD, INC
CRD 148015
1028 LEE-ANN DRIVE, SUITE 218, CONCORD, NC, 28025, United States
Phone
704-782-9064
Fax
866-405-0684
Registration
— (—)
Source
State registered
Total AUM
$39.0M
Discretionary AUM
$0
Team
3 total employees; 2 advisory reps; 139 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningSelection of other advisersINVESTOR EDUCATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 139 | $39.0M |
All web addresses on file
Official SEC filing: View on IAPD