FAMILY WEALTH PARTNERS, LLC of MATTHEWS, NC is an SEC-registered investment adviser (CRD 317764). Regulatory assets under management: $392.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
| 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 | — |