Data / Investment advisers / North Carolina / Family Wealth Partners, LLC
Family Wealth Partners, LLC, Matthews, NC: $392 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Family Wealth Partners, LLC is an SEC registered investment adviser with its main office in Matthews, North Carolina and reports $392 million in regulatory assets under management in its Form ADV filed October 14, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 317764
- SEC file number
- 801-123089
- SEC status
- Approved, effective January 21, 2022
- Main office
- 2518 Plantation Center Drive, Matthews, NC 28105
- Phone
- (704) 321-0152
- Website
- fwpnc.com
- Regulatory AUM
- $392,445,796 in the Form ADV filed October 14, 2026
- Discretionary AUM
- $392,445,796
- Accounts
- 1,020
- Employees
- 12, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 60 | $299 million |
| Individuals (other than high net worth individuals) | 206 | $65.1 million |
| Charitable organizations | Fewer than 5 | $24.5 million |
| Corporations or other businesses | Fewer than 5 | $2.4 million |
| Pension and profit sharing plans | Fewer than 5 | $1.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $392.4 million | February 18, 2026 |
| December 1, 2025 | $312.1 million | October 6, 2025 |
Other advisers in North Carolina
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Namcoa | Mooresville | $404.3 million | Not listed | adviserinfo.sec.gov |
| Tilia Fiduciary Partners, Inc. | Wilmington | $403.7 million | Not listed | adviserinfo.sec.gov |
| H. L. Ormond & Company, LLC | Greenville | $401.4 million | Not listed | adviserinfo.sec.gov |
| Tar River Wealth Planning, LLC | Louisburg | $401.2 million | Not listed | adviserinfo.sec.gov |
| Raleigh Capital Management Inc. | Cary | $397.8 million | Not listed | adviserinfo.sec.gov |
| Eastover Capital Management | Charlotte | $392.3 million | Not listed | adviserinfo.sec.gov |
| Davis Investment Partners, LLC | Charlotte | $390 million | Not listed | adviserinfo.sec.gov |
| Spartan Planning Group | Greensboro | $383.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in North Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Family Wealth Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.