# Family Wealth Partners Concord, Inc

> Family Wealth Partners Concord, Inc is a state-registered investment advisory firm in Concord, NC, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.

- CRD: 148015
- Filed as: FAMILY WEALTH PARTNERS CONCORD, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Concord, NC
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148015
- AdvisorCensus page: https://advisorcensus.com/firm/family-wealth-partners-concord-inc-concord-nc-148015

## Quick answers

**How is Family Wealth Partners Concord, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Family Wealth Partners Concord, Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Family Wealth Partners Concord, Inc located?**
Family Wealth Partners Concord, Inc's principal office is in Concord, NC, according to its Form ADV.

**Is Family Wealth Partners Concord, Inc registered with the SEC or a state?**
Family Wealth Partners Concord, Inc is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 148015.

**How much does Family Wealth Partners Concord, Inc manage?**
Family Wealth Partners Concord, Inc reports $39,048,164 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (0% discretionary).

**What types of clients does Family Wealth Partners Concord, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (139).

**Does Family Wealth Partners Concord, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148015

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $39,048,164
- Discretionary: $0
- Non-discretionary: $39,048,164

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 139 | $39,048,164 |
| High net worth individuals | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2008 (17 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fwpcharlotte.com](https://fwpcharlotte.com)
- [fwpconcord.com](https://fwpconcord.com)
- Facebook @FAMILYWEALTHPARTNERS
- Instagram @familywealthpartners
- LinkedIn @family-wealth-partners
- X @FWPCONCORDNC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Wealth Partners Concord, Inc (CRD 148015): Form ADV filing data as of October 2026.