Family Wealth Planning Partners
Family Wealth Planning Partners is an SEC-registered mass-market adviser in Louisville, KY with $317.4M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Family Wealth Planning Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323656, SEC 801-126996, data through 2026-05-22.
- AUM (assets under management / regulatory AUM)
- $317.4M (2026-05-22)
- Firm type
- Mass-Market Adviser
- Location
- Louisville, KY
- Employees
- 8
- Clients
- 1,466
- CRD
- 323656
- Ownership
- RAMSEY, BRIAN, W; DOUGLAS, ERIC, THOMAS; McAndrew, Aaron, Michael; Vaughn, Christopher, Andrew
How much AUM does Family Wealth Planning Partners have?
Family Wealth Planning Partners reported $317.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-22).
Who owns Family Wealth Planning Partners?
Disclosed owners and executives of Family Wealth Planning Partners include RAMSEY, BRIAN, W, DOUGLAS, ERIC, THOMAS, McAndrew, Aaron, Michael, Vaughn, Christopher, Andrew. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.