Family Wealth Partners, LLC
● SEC registered since 2022CRD 317764SEC# 801-123089Matthews, NC
Reg. AUM
$392.4M
Employees
11
Accounts
1,020
Location
Matthews, NC
Family Wealth Partners, LLC assets under management
Family Wealth Partners, LLC is an SEC-registered investment adviser based in Matthews, NC. The firm has been registered since 2022. It reports $392.4 million in regulatory assets under management and employs 11 people.
Family Wealth Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nathan Aaron Fulks Control | Managing Member, Stewardship Coach | 10-25% | 2019 |
| Robert Samuel Dye Control | Chief Compliance Officer, Managing Member, Stewardship Coach | 10-25% | 2019 |
| Thomas Edward Dundorf Control | Founding Member, Stewardship Coach | 50-75% | 2003 |
Frequently asked questions
How much does Family Wealth Partners, LLC manage?
Family Wealth Partners, LLC reports $392.4 million in regulatory assets under management on its Form ADV.
How many employees does Family Wealth Partners, LLC have?
Family Wealth Partners, LLC reports 11 employees.
Where is Family Wealth Partners, LLC located?
Family Wealth Partners, LLC is based in Matthews, NC and has been SEC-registered since 2022.
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 | 2518 Plantation Center Drive, Matthews, NC 28105 |
| Phone | (704) 321-0152 |
| Fax | (866) 682-5062 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$392.4M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$392.4Mregulatory AUM
Discretionary $392.4M