PPrivate Fund Data Log in Join · $37/mo

Family Wealth Partners, LLC

● SEC registered since 2022CRD 317764SEC# 801-123089Matthews, NC
Export (members)
Reg. AUM
$312.1M
Employees
9
Accounts
886
Location
Matthews, NC

Family Wealth Partners, LLC assets under management

Family Wealth Partners, LLC is an SEC-registered investment adviser based in Matthews, NC. The firm has been registered since 2022. It reports $312.1 million in regulatory assets under management and employs 9 people.
www.fwpnc.comView on SEC.gov ↗

Family Wealth Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Nathan Aaron Fulks ControlManaging Member, Stewardship Coach10-25%2019
Robert Samuel Dye ControlChief Compliance Officer, Managing Member, Stewardship Coach10-25%2019
Thomas Edward Dundorf ControlFounding Member, Stewardship Coach50-75%2003

Frequently asked questions

How much does Family Wealth Partners, LLC manage?

Family Wealth Partners, LLC reports $312.1 million in regulatory assets under management on its Form ADV.

How many employees does Family Wealth Partners, LLC have?

Family Wealth Partners, LLC reports 9 employees.

Where is Family Wealth Partners, LLC located?

Family Wealth Partners, LLC is based in Matthews, NC and has been SEC-registered since 2022.

Does Family Wealth Partners, LLC disclose fund performance?

Family Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2518 Plantation Center Drive, Matthews, NC 28105
Phone(704) 321-0152
Fax(866) 682-5062
Office hours8:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$312.1M
Non-discretionary$0
Total (RAUM)$312.1M