| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Anthony Finelli Control | Principal And Cco | Over 75% | 2019 |
Family Wealth Partners LLC reports $130.9 million in regulatory assets under management on its Form ADV.
Family Wealth Partners LLC reports 2 employees.
Family Wealth Partners LLC is based in Medford, NJ and has been SEC-registered since 2026.
Family Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 152 Himmelein Road, Suite 700, Medford, NJ 08055 |
| Phone | 609 975-8389 |
| Fax | 609 975-8401 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $130.2M |
| Non-discretionary | $737K |
| Total (RAUM) | $130.9M |