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| Keyboard |
| Family Wealth Planning Partners LLC
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|---|---|
| CRD # | 323656 |
| SEC # | 801-126996 |
| CIK # | |
| AUM | 317.4 M (2026-05-22) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 502-200-5210 |
| Address | 3012 Eastpoint Parkway Louisville, KY 40223 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,090 | 97.6 |
| (b) Individuals (high net worth individuals) | 51 | 109.3 |
| (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 | 75 | 73.6 |
| (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 | 250 | 36.9 |
| Total | 1,366 | 317.4 |
| By Discretionary | ||
| Discretionary | 1,041 | 206.9 |
| Non-Discretionary | 325 | 110.5 |
| Total | 1,366 | 317.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 317.4 | |
| Total | 1,366 | 317.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Carlson Financial Inc
✚
|
OR | 318.0 M |
|
Linda S Lubitz CFP PA
✚
|
FL | 317.8 M |
|
Wealth Pro Advisors Inc
✚
|
FL | 317.5 M |
|
BCA Private Wealth Inc
✚
|
SC | 317.3 M |
|
Bison Creek Wealth Management LLC
✚
|
317.3 M | |
|
Redwood Wealth Management Group LLC
✚
|
NJ | 317.2 M |
|
Vistamark Investments LLC
✚
|
IL | 317.2 M |
|
Mendel Money Management Inc
✚
|
IL | 317.1 M |
|
Blue Barn Wealth LLC
✚
|
UT | 317.1 M |
|
Swisher Financial Concepts Inc
✚
|
OH | 317.0 M |