Be advised. This firm is no longer registered.

Family Wealth Partners

Family Wealth Partners (CRD# 121030) is a financial advisory firm headquartered in Matthews, NC. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
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, NJ, SC

Financial Advisors at Family Wealth Partners
Showing 1 - 1 of 1 top financial advisors.
1
Justin J. Sheik
CRD#: 5955429
2518-b Plantation Center Drive, Matthews, NC 28105
93
Wealthminder
score

Justin Sheik (CRD# 5955429) is an Investment Advisor Representative working at Family Wealth Partners in Matthews, NC and has over 6 years of experience in the finance industry.

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