FAMILY WEALTH PARTNERS LLC
SEC Form ADV profile.
Total regulatory AUM
$130,937,000
Discretionary
$130,200,000
Non-discretionary
$737,000
Firm details
- CRD number
- 304935
- SEC file number
- 801-136248
- Main office
- MEDFORD, NJ, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.