Family Wealth Partners LLC
Family Wealth Partners LLC is an SEC-registered mass-market adviser with $130.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Family Wealth Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304935, data through 2026-05-18.
- AUM (assets under management / regulatory AUM)
- $130.9M (2026-05-18)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 222
- CRD
- 304935
- Ownership
- FINELLI, MARK, ANTHONY
How much AUM does Family Wealth Partners LLC have?
Family Wealth Partners LLC reported $130.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-18).
Who owns Family Wealth Partners LLC?
Disclosed owners and executives of Family Wealth Partners LLC include FINELLI, MARK, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.