Unclaimed Profile

Thomas Edward Dundorf

FAMILY WEALTH PARTNERS, LLC·MATTHEWS, North Carolina

SIE, Series 6, Series 7, Series 22, Series 63, Series 65CFPClean record25 years registeredFAMILY WEALTH PARTNERS, LLC

2518 PLANTATION CENTER DRIVE, MATTHEWS, NC 28105CRD# 2080469Firm CRD# 317764

Profile Verification

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

Identity

Thomas Edward Dundorf · MATTHEWS, NC

Registration

CRD #2080469 · FAMILY WEALTH PARTNERS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

FAMILY WEALTH PARTNERS, LLC

Jan 2022 – present

INDEPENDENT ADVISOR ALLIANCE, LLC

Sep 2016 – Jan 2022

Matthews, NC

EFFICIENT ADVISORS

Feb 2016 – Aug 2025

Matthews, NC

FAMILY WEALTH PARTNERS

Jan 2010 – Sep 2016

MATTHEWS, NC

UVEST FINANCIAL SERVICES GROUP, INC.

Sep 2009 – Nov 2009

MATTHEWS, NC

UVEST FINANCIAL SERVICES AND/OR COMPASS CAPITAL

Jan 2005 – Jan 2005

MATTHEWS, NC

UVEST FINANCIAL SERVICES GROUP, INC.

Jan 2005 – Feb 2008

MATTHEWS, NC

MML INVESTORS SERVICES, INC.

Dec 2000 – Jan 2005

MATTHEWS, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 63

Series 65

Registration record

First registered · December 31, 2000

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAMILY WEALTH PARTNERS, LLC

CRD 317764 · SEC 801-123089

AUM

$210M

Regulatory assets under management

Employees

733 client accounts

Services offered by FAMILY WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FAMILY WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Edward Dundorf offer?

Thomas Edward Dundorf specializes in Financial Planning, Investment Management. Contact their office in MATTHEWS, North Carolina for a consultation.

What are Thomas Edward Dundorf's credentials?

Thomas Edward Dundorf holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Thomas Edward Dundorf located?

Thomas Edward Dundorf 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 Thomas Edward Dundorf charge for services?

Thomas Edward Dundorf'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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