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FAMILY WEALTH PARTNERS, LLC

MATTHEWS, NC · CRD 317764 · IAPD ↗ · fwpnc.com · (704) 321-0152

$392.4MRegulatory AUM
6Advisory reps
11Employees
17Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — FAMILY WEALTH PARTNERS, LLC reported RAUM up 26% ($312.1M -> $392.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2025 — FAMILY WEALTH PARTNERS, LLC reported RAUM up 48% ($210.4M -> $312.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — FAMILY WEALTH PARTNERS, LLC reported RAUM up 32% ($159.4M -> $210.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — FAMILY WEALTH PARTNERS, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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