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 Aug 17, 2026

Regulatory AUM

$317.4M

Below cohort median (national)

Discretionary AUM

$206.9M

Non-discretionary $110.5M

Clients

1,216

1,366 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	1466	1216
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.