| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Michael McAndrew Control | Managing Member | 10-25% | 2022 |
| Brian W Ramsey Control | Managing Member & Chief Compliance Officer | 10-25% | 2022 |
| Christopher Andrew Vaughn Control | Managing Member | 10-25% | 2022 |
Family Wealth Planning Partners LLC reports $313.5 million in regulatory assets under management on its Form ADV.
Family Wealth Planning Partners LLC reports 7 employees.
Family Wealth Planning Partners LLC is based in Louisville, KY and has been SEC-registered since 2022.
Family Wealth Planning Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9200 Shelbyville Rd, Suite 103, Louisville, KY 40222 |
| Phone | 502-200-5210 |
| Fax | 502-200-5208 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $202.3M |
| Non-discretionary | $111.2M |
| Total (RAUM) | $313.5M |