MEDFORD, NJCRD 304935Registration Status: ApprovedEffective since May 18, 2026Latest ADV July 6, 2026
Family Wealth Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Medford, NJ. Its latest Form ADV filing, dated July 6, 2026, reports $131M in regulatory assets under management, 2 employees, and 560 accounts.
Assets Under Management
$131M
Employees
2
Offices
--
Total Clients
222
Primary office
MEDFORD, NJ
152 HIMMELEIN ROAD, SUITE 700, MEDFORD, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.5% of total clients.
Top client categories% of clientsClients
1
Individuals
81.5%
181
2
HNWI
18.5%
41
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$131Mas of July 6, 2026
Discretionary99.4%
$130M
99% of total RAUM99.4%
Non-discretionary0.6%
$737K
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$131M
Total Accounts560
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee111:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.