Family Wealth Partners Concord, Inc.

Family Wealth Partners Concord, Inc. (CRD# 148015) is a financial advisory firm headquartered in Concord, NC. They manage $12,000,000 in 173 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    173
    ACCOUNTS
  • Average Account Value
    $69,364
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Family Wealth Partners Concord, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Leo E. Theriault
CRD#: 6298636
1028 Lee-ann Drive, Suite 218, Concord, NC 28025
89
Wealthminder
score

Leo Theriault (CRD# 6298636) is an Investment Advisor Representative working at Family Wealth Partners Concord, Inc. in Concord, NC and has over 2 years of experience in the finance industry.

2
Keith E. Laibson
CRD#: 2653793
1028 Lee-ann Drive, Suite 218, Concord, NC 28025
68
Wealthminder
score

Keith Laibson (CRD# 2653793) is an Investment Advisor Representative working at Family Wealth Partners Concord, Inc. in Concord, NC and has over 19 years of experience in the finance industry.

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