Family Wealth Partners, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 317764
- SEC number
- 801-123089
- Firm type
- RIA
- Assets under management
- $392.4M as of May 11, 2026
- Website
- www.fwpnc.com ↗
- Phone
- (704) 321-0152
- Address
- 2518 Plantation Center Drive, Matthews, NC, 28105
Advisors at this firm
6 in our index · page 1 of 1
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Brian Matthew BaumCRD 6772725 · Matthews, NCIA RegisteredRegistration inactive
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Thomas Edward DundorfCRD 2080469 · Salem, SCIA RegisteredRegistration inactive
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Robert Samuel DyeCRD 6519536 · Matthews, NCIA RegisteredRegistration inactive
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Nathan Aaron FulksCRD 6338435 · Matthews, NCIA RegisteredRegistration inactive
-
Blake Lee HedrickCRD 6569940 · Matthews, NCIA RegisteredRegistration inactive
-
Ryan R KnightCRD 7570485 · Matthews, NCIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 317764 ↗
FINRA BrokerCheck record for firm CRD 317764 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.