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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Family Wealth Planning Partners LLC
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| CRD # | 323656 |
| SEC # | 801-126996 |
| CIK # | |
| AUM | $313.5 M (2025-02-17) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 502-200-5210 |
| Address | 9200 Shelbyville Rd Louisville, KY 40222 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 695 | 182.7 |
| (b) Individuals (high net worth individuals) | 44 | 67.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 56 | 62.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,728 | 313.5 |
| By Discretionary | ||
| Discretionary | 1,499 | 202.3 |
| Non-Discretionary | 229 | 111.2 |
| Total | 1,728 | 313.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 313.5 | |
| Total | 1,728 | 313.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brooks Moore & Associates Inc
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|
TN | 0.3 |
|
Garrison Asset Management LLC
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|
AR | 0.3 |
|
Gaddis Premier Wealth Advisors LLC
✚
|
OK | 0.3 |
|
Genesis Private Wealth LLC
✚
|
VA | 0.3 |
|
Kirkwood Financial Services
✚
|
TX | 0.3 |
|
Vawter Financial Ltd
✚
|
OH | 0.3 |
|
Rede Wealth LLC
✚
|
VA | 0.3 |
|
Archway Wealth Management LLC
✚
|
MO | 0.3 |
|
Sawyer & Co Inc
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|
MA | 0.3 |
|
Guardian Investment Management LLC
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|
CA | 0.3 |