MATTHEWS, NCCRD 317764Latest ADV February 18, 2026
Family Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Matthews, NC. Its latest Form ADV filing, dated February 18, 2026, reports $392M in regulatory assets under management, 11 employees, and 1,020 accounts.
Assets Under Management
$392M
Employees
11
Offices
--
Total Clients
266
Primary office
MATTHEWS, NC
2518 PLANTATION CENTER DRIVE, MATTHEWS, NC, United States
Top client segmentIndividuals represent 77.4% of total clients.
Top client categories% of clientsClients
1
Individuals
77.4%
206
2
HNWI
22.6%
60
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$392Mas of February 18, 2026
Discretionary100.0%
$392M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$392M
Total Accounts1,020
10Y AUM Change+$392M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee24:1
10Y Employee Change+3 (+37.5%)
* 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.