Family Wealth Partners, LLC
Family Wealth Partners, LLC is an SEC-registered wealth manager in Matthews, NC with $392.4M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Family Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317764, SEC 801-123089, data through 2026-05-11.
- AUM (assets under management / regulatory AUM)
- $392.4M (2026-05-11)
- Firm type
- Wealth Manager
- Location
- Matthews, NC
- Employees
- 11
- Clients
- 266
- CRD
- 317764
- Ownership
- DYE, ROBERT, SAMUEL; FULKS, NATHAN, AARON; DUNDORF, THOMAS, EDWARD
How much AUM does Family Wealth Partners, LLC have?
Family Wealth Partners, LLC reported $392.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-11).
Who owns Family Wealth Partners, LLC?
Disclosed owners and executives of Family Wealth Partners, LLC include DYE, ROBERT, SAMUEL, FULKS, NATHAN, AARON, DUNDORF, THOMAS, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.