# FAMILY WEALTH PARTNERS LLC

FAMILY WEALTH PARTNERS LLC of MEDFORD, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 304935
- Type: SEC-registered investment adviser
- SEC file number: 801-136248
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Mark Anthony Finelli | PRINCIPAL AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304935/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304935/similar
- Related entities: https://search.stillhousedata.com/firm/304935/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304935

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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.