Family Wealth Partners LLC
● SEC registered since 2026CRD 304935SEC# 801-136248Medford, NJ
Reg. AUM
$130.9M
Employees
2
Accounts
560
Location
Medford, NJ
Family Wealth Partners LLC assets under management
Family Wealth Partners LLC is a registered investment adviser overseen by the SEC based in Medford, NJ. The firm has been registered since 2026. It reports $130.9 million in regulatory assets under management and employs 2 people.
Family Wealth Partners LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Anthony Finelli Control | Principal And Cco | Over 75% | 2019 |
Frequently asked questions
How much does Family Wealth Partners LLC manage?
Family Wealth Partners LLC reports $130.9 million in regulatory assets under management on its Form ADV.
How many employees does Family Wealth Partners LLC have?
Family Wealth Partners LLC reports 2 employees.
Where is Family Wealth Partners LLC located?
Family Wealth Partners LLC is based in Medford, NJ and has been SEC-registered since 2026.
Does Family Wealth Partners LLC disclose fund performance?
Family Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 152 Himmelein Road, Suite 700, Medford, NJ 08055 |
| Phone | 609 975-8389 |
| Fax | 609 975-8401 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$130.9MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$130.9Mregulatory AUM
Discretionary $130.2MNon-discretionary $737K