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FAMILY WEALTH PARTNERS LLC
CRD 304935File 801-136248
APPROVED
Retail clients
Filing as of Jul 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$130.9M
Bottom 25% of cohort (national)
Discretionary AUM
$130.2M
Non-discretionary $737K
Clients
222
560 accounts
Employees
2
Bottom 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 18, 2026
- Principal office
- 152 HIMMELEIN ROAD, SUITE 700, MEDFORD, NJ, 08055
- Phone
- 609 975-8389
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $130.9M
- Discretionary AUM
- $130.2M
- Non-discretionary AUM
- $737K
- Discretionary accounts
- 559
- Non-discretionary accounts
- 1
- Total accounts
- 560
- AUM per client
- $590K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 41 | $87.7M |
| Individuals (other than high net worth individuals) | 181 | $43.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.