FAMILY WEALTH PARTNERS LLC

Overview

Family Wealth Partners LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm operates as a limited liability company and also conducts business as a registered representative of a broker-dealer and as an insurance broker, which suggests an integrated approach that can combine advisory services with brokerage and insurance solutions. Its client charging model includes percentage-of-AUM fees alongside hourly and fixed-fee engagement options. The firm is not positioned as a capital allocator, does not market itself as an ESG investor, and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives