Financial Advisory Partners, LLC
Financial Advisory Partners, LLC is an SEC-registered wealth manager in Winter Park, FL with $377.8M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Financial Advisory Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310914, SEC 801-120062, data through 2026-05-28.
- AUM (assets under management / regulatory AUM)
- $377.8M (2026-05-28)
- Firm type
- Wealth Manager
- Location
- Winter Park, FL
- Employees
- 3
- Clients
- 146
- CRD
- 310914
- Ownership
- VANDENBERG, ALEXANDER, WOLCOTT; SUTPHIN, DAVID, STEELE; NORTHSTAR BANK; NORTHSTAR FINANCIAL GROUP INC.; PEPLINSKI 2012 FAMILY TRUST
How much AUM does Financial Advisory Partners, LLC have?
Financial Advisory Partners, LLC reported $377.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-28).
Who owns Financial Advisory Partners, LLC?
Disclosed owners and executives of Financial Advisory Partners, LLC include VANDENBERG, ALEXANDER, WOLCOTT, SUTPHIN, DAVID, STEELE, NORTHSTAR BANK, NORTHSTAR FINANCIAL GROUP INC., PEPLINSKI 2012 FAMILY TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.