FAMILY WEALTH PARTNERS, LLC

2518 Plantation Center Drive
Matthews, North Carolina 28105
Tel: (704) 321-0152

About FAMILY WEALTH PARTNERS, LLC

FAMILY WEALTH PARTNERS, LLC, formally registered with the SEC as FAMILY WEALTH PARTNERS, LLC. The firm was established in 01/21/2022. They have over 1 offices throughout the country.

FAMILY WEALTH PARTNERS, LLC is a Matthews, North Carolina based Financial Planning firm with nearly $210,351,313 assets under management, offering retirement planning & investment advisory services to 733 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317764
SEC#	801-123089
Assets Managed by Firm	$210,351,313
No. of Clients	733
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (ADVISORY CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	733	$210,351,313
Individuals (other than high net worth individuals)	165	$32,574,262
High net worth individuals	48	$162,442,855
Charitable organizations	Fewer than 5 clients	$14,902,939
Corporations or other businesses	Fewer than 5 clients	$431,257

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