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FAMILY WEALTH PARTNERS, LLC
CRD 317764 · SEC 801-123089
2518 PLANTATION CENTER DRIVE, MATTHEWS, NC, 28105, United States
Phone
(704) 321-0152
Fax
(866) 682-5062
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$392.4M
Discretionary AUM
$392.4M
Team
11 total employees; 6 advisory reps; 17 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 206 | $65.1M |
| High net worth individuals | 60 | $299.0M |
States served
GA, NJ, NY, NC, PA, SC, TX
All web addresses on file
Official SEC filing: View on IAPD