Family Wealth Partners, LLC
Firm details
- Headquarters
- Matthews, North Carolina
- CRD number
- 317764
- Registered since
- January 21, 2022
- Website
- www.fwpnc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.18%
- Individuals16.6%
- Charitable Organizations6.24%
- Corporations / Businesses0.62%
- Pension & Profit Sharing Plans0.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Family Wealth Partners, LLC is an independent, owner-operated registered investment adviser that began its SEC registration in 2022. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. It describes itself as a capital allocator and offers multiple billing options, including percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Family Wealth Partners also identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities4%
- Non-Exchange Traded Equities2%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 6
Nathan Fulks
Managing PartnerCRD 6338435
Brian Baum
Senior Financial PlannerCRD 6772725
Robert Dye
Managing PartnerCRD 6519536
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$275M in ETFs
74%
$202M
27%
$72.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $54M | 325,040 | 19.68% |
Location
Matthews, NC
Mecklenburg
Location
Matthews, NC
Headquartered in Matthews, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 2518 Plantation Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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