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FAMILY WEALTH PLANNING PARTNERS
FAMILY WEALTH PLANNING PARTNERS LLC
CRD 323656 · SEC 801-126996
3012 EASTPOINT PARKWAY, LOUISVILLE, KY, 40223, United States
Phone
502-200-5210
Fax
502-200-5208
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$317.4M
Discretionary AUM
$206.9M
Team
8 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Partnership
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1090 | $97.6M |
| High net worth individuals | 51 | $109.3M |
| Pension/profit sharing plans | 75 | $73.6M |
States served
IN, KY, LA, TX
All web addresses on file
Official SEC filing: View on IAPD