FAMILY WEALTH PARTNERS, LLC

MATTHEWS, North Carolina·3 registered advisors·CRD# 317764
SEC# 801-1230890(704) 321-0152
01

Firm Overview

AUM
$210M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FAMILY WEALTH PARTNERS, LLC

3 registered advisors
Nathan Aaron Fulks
MATTHEWS, North Carolina
Robert Samuel Dye
MATTHEWS, North Carolina
Thomas Edward Dundorf
MATTHEWS, North Carolina
05

Office Locations

MATTHEWS, North Carolina
3 advisors

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Data sourced from SEC Form ADV filings. FAMILY WEALTH PARTNERS, LLC (CRD# 317764) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.