Family Wealth Partners Concord, Inc.

Family Wealth Partners Concord, Inc. (CRD# 148015) is a financial advisory firm headquartered in Concord, NC. They manage $24,565,389 in 311 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1028 Lee-ann Drive, Suite 218, Concord, NC 28025
https://www.facebook.com/familywealthpartners
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    311
    ACCOUNTS
  • Average Account Value
    $78,988
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
The map below shows states where this firm has explicit registration only.

NC

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

Leo Theriault (CRD# 6298636) is an Investment Advisor Representative working at Family Wealth Partners Concord, Inc. in Concord, NC and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals