Family Wealth Planning Partners LLC
● SEC registered since 2022CRD 323656SEC# 801-126996Louisville, KY
Reg. AUM
$317.4M
Employees
8
Accounts
1,366
Location
Louisville, KY
Family Wealth Planning Partners LLC assets under management
Family Wealth Planning Partners LLC is an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2022. It reports $317.4 million in regulatory assets under management and employs 8 people.
Family Wealth Planning Partners LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Michael McAndrew Control | Managing Member | 10-25% | 2022 |
| Brian W Ramsey Control | Managing Member & Chief Compliance Officer | 10-25% | 2022 |
| Christopher Andrew Vaughn Control | Managing Member | 10-25% | 2022 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Family Wealth Planning Partners LLC manage?
Family Wealth Planning Partners LLC reports $317.4 million in regulatory assets under management on its Form ADV.
How many employees does Family Wealth Planning Partners LLC have?
Family Wealth Planning Partners LLC reports 8 employees.
Where is Family Wealth Planning Partners LLC located?
Family Wealth Planning Partners LLC is based in Louisville, KY and has been SEC-registered since 2022.
Does Family Wealth Planning Partners LLC disclose fund performance?
Family Wealth Planning Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3012 Eastpoint Parkway, Louisville, KY 40223 |
| Phone | 502-200-5210 |
| Fax | 502-200-5208 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$317.4M▲ 1%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$317.4Mregulatory AUM
Discretionary $206.9MNon-discretionary $110.5M