FAMILY WEALTH PARTNERS CONCORD, INC

FAMILY WEALTH PARTNERS CONCORD, INC of CONCORD, NC is an SEC-registered investment adviser (CRD 148015). Regulatory assets under management: $39.0M.

Registration

• CRD: 148015
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148015 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search