Family Wealth Planning Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Louisville, KY. Its latest Form ADV filing, dated March 23, 2026, reports $317M in regulatory assets under management, 8 employees, 3 offices, and 1,366 accounts.
Assets Under Management
$317M
Employees
8
Offices
3 offices
Total Clients
1,466
Primary office
LOUISVILLE, KY
9200 SHELBYVILLE RD, SUITE 103, LOUISVILLE, KY, United States
Top client segmentIndividuals represent 74.4% of total clients.
Top client categories% of clientsClients
1
Individuals
74.4%
1,090
2
ALT INV & ANNUITIES EALD AWAY
17.1%
250
3
Pension Plans
5.1%
75
4
HNWI
3.5%
51
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$317Mas of March 23, 2026
Discretionary65.2%
$207M
65% of total RAUM65.2%
Non-discretionary34.8%
$110M
35% of total RAUM34.8%
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$317M
Total Accounts1,366
10Y AUM Change+$317M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee183:1
10Y Employee Change+4 (+100.0%)
* 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.