FAMILY WEALTH PLANNING PARTNERS LLC
Legal name: FAMILY WEALTH PLANNING PARTNERS
CRD #323656 SEC #801-126996 LOUISVILLE, KY 502-200-5210
SEC Registered
Total AUM
$202.3M
Discretionary
$202.3M
Employees
7
Clients
0
Accounts
1,499
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $202.3M | $202.3M | $0 | 7 | 0 |
| Nov 2025 | $202.3M | $202.3M | $0 | 7 | 0 |
| Oct 2025 | $202.3M | $202.3M | $0 | 7 | 0 |
| Feb 2025 | $313.5M | $202.3M | $111.2M | 7 | 0 |
| Apr 2024 | $217.8M | $161.5M | $56.3M | 5 | 0 |
| Mar 2024 | $217.8M | $161.5M | $56.3M | 5 | 0 |
| Jan 2024 | $142.3M | $123.4M | $18.9M | 4 | 0 |
| Dec 2023 | $142.3M | $123.4M | $18.9M | 4 | 0 |
| Nov 2023 | $142.3M | $123.4M | $18.9M | 4 | 0 |
| Jul 2023 | $142.3M | $123.4M | $18.9M | 4 | 0 |
| Mar 2023 | $142.3M | $123.4M | $18.9M | 4 | 0 |
| Feb 2023 | $142.3M | $123.4M | $18.9M | 4 | 0 |
| Feb 2023 | $142.3M | $123.4M | $18.9M | 4 | 0 |
| Feb 2023 | $142.3M | $123.4M | $18.9M | 4 | 0 |
| Dec 2022 | $0 | $0 | $0 | 4 | 0 |
| Dec 2022 | $0 | $0 | $0 | 4 | 0 |
| Nov 2022 | $0 | $0 | $0 | 4 | 0 |
DateDec 2025
Total AUM$202.3M
Discretionary$202.3M
Non-Disc.$0
Employees7
Clients0
DateNov 2025
Total AUM$202.3M
Discretionary$202.3M
Non-Disc.$0
Employees7
Clients0
DateOct 2025
Total AUM$202.3M
Discretionary$202.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$313.5M
Discretionary$202.3M
Non-Disc.$111.2M
Employees7
Clients0
DateApr 2024
Total AUM$217.8M
Discretionary$161.5M
Non-Disc.$56.3M
Employees5
Clients0
DateMar 2024
Total AUM$217.8M
Discretionary$161.5M
Non-Disc.$56.3M
Employees5
Clients0
DateJan 2024
Total AUM$142.3M
Discretionary$123.4M
Non-Disc.$18.9M
Employees4
Clients0
DateDec 2023
Total AUM$142.3M
Discretionary$123.4M
Non-Disc.$18.9M
Employees4
Clients0
DateNov 2023
Total AUM$142.3M
Discretionary$123.4M
Non-Disc.$18.9M
Employees4
Clients0
DateJul 2023
Total AUM$142.3M
Discretionary$123.4M
Non-Disc.$18.9M
Employees4
Clients0
DateMar 2023
Total AUM$142.3M
Discretionary$123.4M
Non-Disc.$18.9M
Employees4
Clients0
DateFeb 2023
Total AUM$142.3M
Discretionary$123.4M
Non-Disc.$18.9M
Employees4
Clients0
DateFeb 2023
Total AUM$142.3M
Discretionary$123.4M
Non-Disc.$18.9M
Employees4
Clients0
DateFeb 2023
Total AUM$142.3M
Discretionary$123.4M
Non-Disc.$18.9M
Employees4
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0