Family Wealth Partners LLC

Overview

Family Wealth Partners LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. Ownership is individual, and the firm serves individual and family clients with financial planning and portfolio management focused on individuals and small businesses. In addition to advisory work, the firm’s principals act as registered representatives of a broker-dealer and operate as insurance brokers, and they charge clients via a mix of percentage-of-AUM fees, hourly billing, and fixed fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not set up as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives