Family Wealth Partners, LLC

RIASEC Registered

Total AUM

$392M

Discretionary

$392M

100% of AUM

Avg account

$385K

Accounts

1,020

Employees

Advisory reps

Firm details

Headquarters: Matthews, North Carolina
CRD number: 317764
Registered since: January 21, 2022
Website: www.fwpnc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI76.18%
Individuals16.6%
Charitable Organizations6.24%
Corporations / Businesses0.62%
Pension & Profit Sharing Plans0.36%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Family Wealth Partners, LLC is an independent registered investment adviser that began its SEC registration in 2022. The firm serves individuals and families, positioning itself as a fee-for-service wealth manager and capital allocator that combines discretionary portfolio management with planning and adviser-sourcing capabilities. Its fee menu includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm also identifies itself as an active ESG investor and reports using third‑party managers to access certain strategies.