Family Wealth Partners is an investment advisor in Matthews with $159.39 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
854391982
SEC advisor number
801-123089
FINRA CRD number
317764
AUM ?
$210.35 mm
(as of 22 Mar 24)
Accounts
733
(as of 22 Mar 24)
Employees
10
(7 investment advisory or research)
Latest filings (excl ownership)
No filings