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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DUNDORF, THOMAS, EDWARD | I | FOUNDING PARTNER & STEWARDSHIP COACH | D | Control |
| DUNDORF, THOMAS, EDWARD | I | FOUNDING PARTNER & STEWARDSHIP COACH | D | Control |
| DUNDORF, THOMAS, EDWARD | I | FOUNDING PARTNER & STEWARDSHIP COACH | D | Control |
| DUNDORF, THOMAS, EDWARD | I | FOUNDING PARTNER & STEWARDSHIP COACH | D | Control |
| DUNDORF, THOMAS, EDWARD | I | FOUNDING PARTNER & STEWARDSHIP COACH | D | Control |
| DUNDORF, THOMAS, EDWARD | I | FOUNDING MEMBER, STEWARDSHIP COACH | D | Control |
| DUNDORF, THOMAS, EDWARD | I | FOUNDING PARTNER & STEWARDSHIP COACH | D | Control |
| DUNDORF, THOMAS, EDWARD | I | FOUNDING PARTNER & STEWARDSHIP COACH | D | Control |
| DUNDORF, THOMAS, EDWARD | I | FOUNDING PARTNER & STEWARDSHIP COACH | D | Control |
| DUNDORF, THOMAS, EDWARD | I | FOUNDING PARTNER & STEWARDSHIP COACH | D | Control |
| DUNDORF, THOMAS, EDWARD | I | FOUNDING MEMBER, STEWARDSHIP COACH | D | Control |
| DUNDORF, THOMAS, EDWARD | I | FOUNDING MEMBER, STEWARDSHIP COACH | D | Control |
| DUNDORF, THOMAS, EDWARD | I | FOUNDING MEMBER, STEWARDSHIP COACH | D | Control |
| DUNDORF, THOMAS, EDWARD | I | FOUNDING MEMBER, STEWARDSHIP COACH | D | Control |
| DUNDORF, THOMAS, EDWARD | I | FOUNDING MEMBER, STEWARDSHIP COACH | D | Control |
| DYE, ROBERT, SAMUEL | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER & STEWARDSHIP COACH | B | Control |
| DYE, ROBERT, SAMUEL | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER & STEWARDSHIP COACH | B | Control |
| DYE, ROBERT, SAMUEL | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER & STEWARDSHIP COACH | B | Control |
| DYE, ROBERT, SAMUEL | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER & STEWARDSHIP COACH | B | Control |
| DYE, ROBERT, SAMUEL | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER & STEWARDSHIP COACH | B | Control |
| DYE, ROBERT, SAMUEL | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, STEWARDSHIP COACH | B | Control |
| DYE, ROBERT, SAMUEL | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER & STEWARDSHIP COACH | B | Control |
| DYE, ROBERT, SAMUEL | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER & STEWARDSHIP COACH | B | Control |
| DYE, ROBERT, SAMUEL | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER & STEWARDSHIP COACH | B | Control |
| DYE, ROBERT, SAMUEL | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER & STEWARDSHIP COACH | B | Control |
| DYE, ROBERT, SAMUEL | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, STEWARDSHIP COACH | B | Control |
| DYE, ROBERT, SAMUEL | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, STEWARDSHIP COACH | B | Control |
| DYE, ROBERT, SAMUEL | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, STEWARDSHIP COACH | B | Control |
| DYE, ROBERT, SAMUEL | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, STEWARDSHIP COACH | B | Control |
| DYE, ROBERT, SAMUEL | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, STEWARDSHIP COACH | B | Control |
| FULKS, NATHAN, AARON | I | MANAGING PARTNER & STEWARDSHIP COACH | B | Control |
| FULKS, NATHAN, AARON | I | MANAGING PARTNER & STEWARDSHIP COACH | B | Control |
| FULKS, NATHAN, AARON | I | MANAGING PARTNER & STEWARDSHIP COACH | B | Control |
| FULKS, NATHAN, AARON | I | MANAGING PARTNER & STEWARDSHIP COACH | B | Control |
| FULKS, NATHAN, AARON | I | MANAGING PARTNER & STEWARDSHIP COACH | B | Control |
| FULKS, NATHAN, AARON | I | MANAGING MEMBER, STEWARDSHIP COACH | B | Control |
| FULKS, NATHAN, AARON | I | MANAGING PARTNER & STEWARDSHIP COACH | B | Control |
| FULKS, NATHAN, AARON | I | MANAGING PARTNER & STEWARDSHIP COACH | B | Control |
| FULKS, NATHAN, AARON | I | MANAGING PARTNER & STEWARDSHIP COACH | B | Control |
| FULKS, NATHAN, AARON | I | MANAGING PARTNER & STEWARDSHIP COACH | B | Control |
| FULKS, NATHAN, AARON | I | MANAGING MEMBER, STEWARDSHIP COACH | B | Control |
| FULKS, NATHAN, AARON | I | MANAGING MEMBER, STEWARDSHIP COACH | B | Control |
| FULKS, NATHAN, AARON | I | MANAGING MEMBER, STEWARDSHIP COACH | B | Control |
| FULKS, NATHAN, AARON | I | MANAGING MEMBER, STEWARDSHIP COACH | B | Control |
| FULKS, NATHAN, AARON | I | MANAGING MEMBER, STEWARDSHIP COACH | B | Control |
Registrations
Federal
IA
Oct 6, 2025 REGISTERED
Notice Filings (7)
GA NC NJ NY PA SC TX
Address
2518 PLANTATION CENTER DRIVEMATTHEWS, NC 28105
United States
Phone: (704) 321-0152