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).

Current Firm Details
2518 Plantation Center Drive, Matthews, NC 28105
https://www.fwpnc.com
By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    733
    ACCOUNTS
  • Average Account Value
    $286,973
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting 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.

GA, NC, NJ, NY, PA, SC, TX

Financial Advisors at Family Wealth Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Brian Baum, financial advisor Matthews NC
Brian M. Baum
CRD#: 6772725
2518 Plantation Center Drive, Matthews, NC 28105

Brian Baum (CRD# 6772725) is an Investment Advisor Representative working at Family Wealth Partners, LLC in Matthews, NC and has over 6 years of experience in the finance industry.

2
Robert Dye, financial advisor Matthews NC
Robert S. Dye
CRD#: 6519536
2518 Plantation Center Drive, Matthews, NC 28105

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.

3
Blake Hedrick, financial advisor Matthews NC
Blake L. Hedrick
CRD#: 6569940
2518 Plantation Center Drive, Matthews, NC 28105

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.

4
Isaac Caldwell, financial advisor Matthews NC
Isaac Caldwell
CRD#: 7390757
2518 Plantation Center Drive, Matthews, NC 28105

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.

5
Ryan Knight, financial advisor Matthews NC
Ryan R. Knight
CRD#: 7570485
2518 Plantation Center Drive, Matthews, NC 28105

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.

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.

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