# FAMILY WEALTH PARTNERS CONCORD, INC

FAMILY WEALTH PARTNERS CONCORD, INC of CONCORD, NC is an SEC-registered investment adviser.

## Registration

- CRD: 148015
- Type: SEC-registered investment adviser
- Location: 1028 LEE-ANN DRIVE, SUITE 218, CONCORD, NC, 28025
- Phone: 704-782-9064
- Latest filing: 2026-02-11
- Regulatory AUM: $39.0M
- Non-discretionary AUM: $39.0M
- Clients: 3
- Accounts: 341

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148015/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148015/similar
- Related entities: https://search.stillhousedata.com/firm/148015/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148015

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.