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

More Retirement Planning firms in Matthews, North Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Matthews, North Carolina

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.