Unclaimed Profile

Nathan Aaron Fulks

FAMILY WEALTH PARTNERS, LLC·MATTHEWS, North Carolina

Clean recordFAMILY WEALTH PARTNERS, LLC

2518 PLANTATION CENTER DRIVE, MATTHEWS, NC 28105CRD# 6338435Firm CRD# 317764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nathan Aaron Fulks · MATTHEWS, NC

Registration

CRD #6338435 · FAMILY WEALTH PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Nathan Aaron Fulks is a registered financial advisor based in MATTHEWS, North Carolina, affiliated with FAMILY WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FAMILY WEALTH PARTNERS, LLC

AUM

$210M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FAMILY WEALTH PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6338435

Firm CRD# 317764

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nathan Aaron Fulks offer?

Nathan Aaron Fulks specializes in Financial Planning, Investment Management. Contact their office in MATTHEWS, North Carolina for a consultation.

What are Nathan Aaron Fulks's credentials?

Nathan Aaron Fulks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nathan Aaron Fulks located?

Nathan Aaron Fulks is based in MATTHEWS, North Carolina, working with FAMILY WEALTH PARTNERS, LLC. Their office serves clients in the MATTHEWS metropolitan area and surrounding communities.

How does Nathan Aaron Fulks charge for services?

Nathan Aaron Fulks's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FAMILY WEALTH PARTNERS, LLC?

FAMILY WEALTH PARTNERS, LLC has approximately 10 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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