Family Wealth Partners, LLC
Family Wealth Partners, LLC (CRD# 317764) is a financial advisory firm headquartered in Matthews, NC. They manage $210,351,313 in 733 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management210MILLION
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Total Number of Accounts733ACCOUNTS
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Average Account Value$286,973
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
GA, NC, NJ, NY, PA, SC, TX
Brian Baum (CRD# 6772725) is an Investment Advisor Representative working at Family Wealth Partners, LLC in Matthews, NC and has over 7 years of experience in the finance industry.
Robert Dye (CRD# 6519536) is an Investment Advisor Representative working at Family Wealth Partners, LLC in Matthews, NC and has over 8 years of experience in the finance industry.
Blake Hedrick (CRD# 6569940) is an Investment Advisor Representative working at Family Wealth Partners, LLC in Matthews, NC and has over 8 years of experience in the finance industry.
Isaac Caldwell (CRD# 7390757) is an Investment Advisor Representative working at Family Wealth Partners, LLC in Matthews, NC and has 1 year of experience in the finance industry.
Ryan Knight (CRD# 7570485) is an Investment Advisor Representative working at Family Wealth Partners, LLC in Matthews, NC and has 1 year of experience in the finance industry.