FAMILY WEALTH PARTNERS, LLC
CRD #317764 SEC #801-123089 MATTHEWS, NC (704) 321-0152
SEC Registered
Total AUM
$312.1M
Discretionary
$312.1M
Employees
9
Clients
51
Accounts
886
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $312.1M | $312.1M | $0 | 9 | 17 |
| Apr 2025 | $312.1M | $312.1M | $0 | 9 | 17 |
| Mar 2025 | $312.1M | $312.1M | $0 | 10 | 17 |
| Sep 2024 | $210.4M | $210.4M | $0 | 10 | 14 |
| May 2024 | $210.4M | $210.4M | $0 | 10 | 14 |
| Mar 2024 | $210.4M | $210.4M | $0 | 10 | 14 |
| Oct 2023 | $159.4M | $159.4M | $0 | 7 | 6 |
| Sep 2023 | $159.4M | $159.4M | $0 | 7 | 6 |
| Jun 2023 | $159.4M | $159.4M | $0 | 7 | 6 |
| Jun 2023 | $159.4M | $159.4M | $0 | 7 | 6 |
| Mar 2023 | $159.4M | $159.4M | $0 | 7 | 6 |
| Feb 2023 | $159.4M | $159.4M | $0 | 7 | 6 |
| May 2022 | $131M | $131M | $0 | 8 | 3 |
| Jan 2022 | $0 | $0 | $0 | 8 | 0 |
| Dec 2021 | $0 | $0 | $0 | 8 | 0 |
DateOct 2025
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees9
Clients17
DateApr 2025
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees9
Clients17
DateMar 2025
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees10
Clients17
DateSep 2024
Total AUM$210.4M
Discretionary$210.4M
Non-Disc.$0
Employees10
Clients14
DateMay 2024
Total AUM$210.4M
Discretionary$210.4M
Non-Disc.$0
Employees10
Clients14
DateMar 2024
Total AUM$210.4M
Discretionary$210.4M
Non-Disc.$0
Employees10
Clients14
DateOct 2023
Total AUM$159.4M
Discretionary$159.4M
Non-Disc.$0
Employees7
Clients6
DateSep 2023
Total AUM$159.4M
Discretionary$159.4M
Non-Disc.$0
Employees7
Clients6
DateJun 2023
Total AUM$159.4M
Discretionary$159.4M
Non-Disc.$0
Employees7
Clients6
DateJun 2023
Total AUM$159.4M
Discretionary$159.4M
Non-Disc.$0
Employees7
Clients6
DateMar 2023
Total AUM$159.4M
Discretionary$159.4M
Non-Disc.$0
Employees7
Clients6
DateFeb 2023
Total AUM$159.4M
Discretionary$159.4M
Non-Disc.$0
Employees7
Clients6
DateMay 2022
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees8
Clients3
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0