# FAMILY WEALTH PARTNERS, LLC

FAMILY WEALTH PARTNERS, LLC of MATTHEWS, NC is an SEC-registered investment adviser.

## Registration

- CRD: 317764
- Type: SEC-registered investment adviser
- SEC file number: 801-123089
- Location: 2518 PLANTATION CENTER DRIVE, MATTHEWS, NC, 28105
- Phone: (704) 321-0152
- Latest filing: 2026-05-11
- Regulatory AUM: $392.4M
- Discretionary AUM: $392.4M
- Clients: 11
- Accounts: 1,020

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Edward Dundorf | FOUNDING MEMBER, STEWARDSHIP COACH | — |
| Robert Samuel Dye | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, STEWARDSHIP COACH | — |
| Nathan Aaron Fulks | MANAGING MEMBER, STEWARDSHIP COACH | — |
| DUNDORF THOMAS EDWARD | FOUNDING MEMBER, STEWARDSHIP COACH; FOUNDING PARTNER & STEWARDSHIP COACH | — |
| DYE ROBERT SAMUEL | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, STEWARDSHIP COACH; CHIEF COMPLIANCE OFFICER, MANAGING PARTNER & STEWARDSHIP COACH | — |
| FULKS NATHAN AARON | MANAGING MEMBER, STEWARDSHIP COACH; MANAGING PARTNER & STEWARDSHIP COACH | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317764/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317764/similar
- Related entities: https://search.stillhousedata.com/firm/317764/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317764

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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.