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FAMILY WEALTH PARTNERS LLC
CRD 304935 · SEC 801-136248
152 HIMMELEIN ROAD, SUITE 700, MEDFORD, NJ, 08055, United States
Phone
609 975-8389
Fax
609 975-8401
Registration
— (—)
Source
State registered
Total AUM
$130.9M
Discretionary AUM
$130.2M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 181 | $43.2M |
| High net worth individuals | 41 | $87.7M |
Official SEC filing: View on IAPD