FAMILY WEALTH PLANNING PARTNERS LLC
Doing business as FAMILY WEALTH PLANNING PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$317,374,188
Discretionary
$206,916,186
Non-discretionary
$110,458,002
Firm details
- CRD number
- 323656
- SEC file number
- 801-126996
- Main office
- LOUISVILLE, KY, United States
- Employees
- 8
- SEC status
- Approved
- Website
- https://www.fwppartners.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.