Family Wealth Partners LLC

Overview

Family Wealth Partners LLC is an independent registered investment adviser that serves individual and family clients, offering both financial planning and portfolio management for individuals and small businesses. The firm also operates as a registered representative of a broker-dealer and as an insurance broker, and charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The snapshot data lists SEC registration in 2026; the firm is organized as an LLC and is owned by an individual. It is not positioned as an ESG investor, does not act as a capital allocator, and does not identify as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices