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FAMILY WEALTH PLANNING PARTNERS
Legal name: FAMILY WEALTH PLANNING PARTNERS LLC
CRD 323656File 801-126996
APPROVED
Retail clients
Filing as of May 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$317.4M
Below cohort median (national)
Discretionary AUM
$206.9M
Non-discretionary $110.5M
Clients
1,216
1,366 accounts
Employees
8
Below cohort median in KY
Identity & registration
ADV Item 1- Organization form
- Partnership
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 19, 2022
- Principal office
- 3012 EASTPOINT PARKWAY, LOUISVILLE, KY, 40223
- Phone
- 502-200-5210
- Website
- https://www.fwppartners.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $317.4M
- Discretionary AUM
- $206.9M
- Non-discretionary AUM
- $110.5M
- Discretionary accounts
- 1,041
- Non-discretionary accounts
- 325
- Total accounts
- 1,366
- AUM per client
- $261K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 51 | $109.3M |
| Pension and profit sharing plans | 75 | $73.6M |
| Individuals (other than high net worth individuals) | 1,090 | $97.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,466 | 1,216 | decreased by250 |
| Apr 1, 2026 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2026 | Clients | 739 | 1,466 | increased by727 |
| Apr 1, 2026 | AUM | $202,281,612 | $317,374,188 | increased by$115,092,576 |
| Apr 1, 2026 | Accounts | 1,499 | 1,366 | decreased by133 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 795 | 739 | decreased by56 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $313,506,471 | $202,281,612 | decreased by$111,224,859 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,728 | 1,499 | decreased by229 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FAMILY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FAMILY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.