# Family Wealth Partners, LLC

> Family Wealth Partners, LLC is an SEC-registered investment advisory firm in Matthews, NC, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 11, 2026.

- CRD: 317764
- Filed as: FAMILY WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Matthews, NC
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317764
- AdvisorCensus page: https://advisorcensus.com/firm/family-wealth-partners-llc-matthews-nc-317764

## Quick answers

**How is Family Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Family Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Family Wealth Partners, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated May 11, 2026 states: Asset-based fee: 0.5% to 1.75% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

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

**Is Family Wealth Partners, LLC registered with the SEC or a state?**
Family Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 317764.

**How much does Family Wealth Partners, LLC manage?**
Family Wealth Partners, LLC reports $392,445,796 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (100% discretionary).

**How have Family Wealth Partners, LLC's assets and staff changed since 2022?**
In the Form ADV data for Family Wealth Partners, LLC: Regulatory assets under management: $131,029,886 in the October 2022 data and $392,445,796 in the October 2026 data, up 200%. Total employees: 8 in October 2022 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Family Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (206); high net worth individuals (60).

**Which custodians does Family Wealth Partners, LLC use?**
Family Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Family Wealth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317764

**What changed in Family Wealth Partners, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $312,082,038 to $392,445,796 (+26%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 11, 2026)

- Asset-based fee: 0.5% to 1.75% a year (a range, as the brochure states it)

> Asset-based fees typically range from 0.50% to 1.75% per year pursuant to a ‘tiered’ or ‘blended’ fee schedule, which means that different annual fee percentages will apply to different ranges of client assets under Adviser’s management.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $392,445,796
- Discretionary: $392,445,796
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 206 | $65,140,451 |
| High net worth individuals | 60 | $298,980,102 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,406,307 |
| Charitable organizations | Fewer than 5 | $24,503,147 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,415,789 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 11 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, NC, NJ, NY, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fwpnc.com
- Facebook @fwpnc
- LinkedIn @69389212

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $131,029,886 | 8 | May 13, 2022 |
| October 2023 | $159,388,568 | 7 | September 22, 2023 |
| October 2024 | $210,351,313 | 10 | September 20, 2024 |
| October 2025 | $312,082,038 | 9 | April 15, 2025 |
| October 2026 | $392,445,796 | 11 | May 11, 2026 |

Regulatory assets under management: $131,029,886 in the October 2022 data and $392,445,796 in the October 2026 data, up 200%.
Total employees: 8 in October 2022 and 11 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $312,082,038 to $392,445,796 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Wealth Partners, LLC (CRD 317764): Form ADV filing data as of October 2026.