FAMILY WEALTH PARTNERS, LLC
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
FINTRXOverview
Family Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Its fee schedule includes percentage-of-AUM charges alongside hourly and fixed-fee arrangements. The firm reports being an active ESG investor and uses external managers when allocating to alternative strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities4%
- Non-Exchange Traded Equities2%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 6Brian Baum
Senior Financial PlannerCRD 6772725
RYAN KNIGHT
Associate Financial PlannerCRD 7570485
THOMAS DUNDORF
Founding PartnerCRD 2080469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$250M in ETFs
71%
$177M
29%
$72.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $43.6M | 306,121 | 17.45% |
Location
MATTHEWS, NC
MECKLENBURG
Location
MATTHEWS, NC
Headquartered in MATTHEWS, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 2518 Plantation Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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