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FAMILY WEALTH PARTNERS LLC

MEDFORD, NJ · CRD 304935 · IAPD ↗ · 609 975-8389

$130.9MRegulatory AUM
2Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — FAMILY WEALTH PARTNERS LLC (MEDFORD, NJ) is newly SEC-registered with $130.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.