FAMILY WEALTH PARTNERS LLC

FAMILY WEALTH PARTNERS LLC of MEDFORD, NJ is an SEC-registered investment adviser (CRD 304935). Regulatory assets under management: $130.9M.

Registration

• CRD: 304935
• SEC file number: 801-136248
• Type: Registered investment adviser
• Location: 152 HIMMELEIN ROAD, SUITE 700, MEDFORD, NJ, 08055
• Phone: 609 975-8389
• Latest filing: 2026-07-06
• Regulatory AUM: $130.9M
• Discretionary AUM: $130.2M
• Non-discretionary AUM: $737K
• Clients: 2
• Accounts: 560

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304935 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search