FAMILY WEALTH PARTNERS, LLC - Financial Advisor in North Carolina, Matthews

Tel: (704) 321-0152 2518 Plantation Center Drive Matthews, North Carolina 28105

About FAMILY WEALTH PARTNERS, LLC

FAMILY WEALTH PARTNERS, LLC is a Matthews, North Carolina based financial advisory firm with nearly $210,351,313 in assets under management and provides investment advisory services for 733 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

317764

Firm SEC#:

801-123089

Assets Under Management:

$210,351,313

No. of Clients:

733

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (ADVISORY CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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