FAMILY WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$392,445,796
Discretionary
$392,445,796
Non-discretionary
$0
Firm details
- CRD number
- 317764
- SEC file number
- 801-123089
- Main office
- MATTHEWS, NC, United States
- Employees
- 11
- SEC status
- Approved
- Website
- https://www.fwpnc.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.