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| Family Wealth Partners LLC
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|---|---|
| CRD # | 317764 |
| SEC # | 801-123089 |
| CIK # | 0002016217 |
| AUM | 130.9 M (2026-05-18) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 704-321-0152 |
| Address | 2518 Plantation Center Drive Matthews, NC 28105 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002016217 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| LPL Investment Holdings Inc | 19.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 206 | 65.1 |
| (b) Individuals (high net worth individuals) | 60 | 299.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.4 |
| (h) Charitable organizations | 0 | 24.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,020 | 392.4 |
| By Discretionary | ||
| Discretionary | 1,020 | 392.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,020 | 392.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 392.4 | |
| Total | 1,020 | 392.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002016217] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 17 |
| Serves | Institutional, Retail |
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|---|---|---|
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