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FAMILY WEALTH PLANNING PARTNERS

LOUISVILLE, KY · CRD 323656 · IAPD ↗ · fwppartners.com · 502-200-5210

$317.4MRegulatory AUM
5Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
April 2026 — FAMILY WEALTH PLANNING PARTNERS reported RAUM up 57% ($202.3M -> $317.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
January 2026 — FAMILY WEALTH PLANNING PARTNERS began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
45
December 2025 — FAMILY WEALTH PLANNING PARTNERS reported RAUM down 35% ($313.5M -> $202.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
66
March 2025 — FAMILY WEALTH PLANNING PARTNERS reported RAUM up 44% ($217.8M -> $313.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
May 2024 — FAMILY WEALTH PLANNING PARTNERS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — FAMILY WEALTH PLANNING PARTNERS reported RAUM up 53% ($142.3M -> $217.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
February 2024 — FAMILY WEALTH PLANNING PARTNERS added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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