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Family officesOfficecandidate family office · candidate

Family Wealth Partners, LLC

Family Offices

Matthews, NC

Family Wealth Partners offers values-based financial planning and wealth coaching, serving individuals and families nationwide from Charlotte, NC.

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:733b7bf8-538a-4896-9b27-bda79f8de888

Data as of Sep 20, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 4:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 13
On other graphs: 1
Observed: Sep 12, 2026 to Sep 20, 2026
101 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

FAMILY WEALTH PARTNERS, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Regulatory AUM: $392MForm ADV, as of 2026-02-18
13F value: $293M105 positions, 2026-03-31; never AUM
Private funds: 0
Investments: 0
Direct investments: 0
People: 9
Decision makers: 5derived
Website: fwpnc.com

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Thomas Edward Dundorf	Founding Member, Stewardship Coach	leadership	principal	n/a	yes	fact
Robert Samuel Dye	Chief Compliance Officer, Managing Member, Stewardship Coach	leadership	principal	n/a	yes	fact
Nathan Aaron Fulks	Managing Member, Stewardship Coach	leadership	principal	n/a	yes	fact
Aryn Sands	Agent	other	unknown	n/a	yes	fact
Form Crs	Investment Advice offered through Family Wealth Partners, a registered investment advisor.	Direct investments	unknown	n/a	yes	fact
Wade Tapp	Associate Financial Planner	other	unknown	n/a	yes	fact
Ella Anderson	Associate Financial Planner	other	unknown	n/a	yes	fact
Pam Guice	Executive Assistant	other	unknown	n/a	yes	fact
Jennifer Addesso	Client Experience Manager	leadership	senior	n/a	yes	fact

Relationships

Employs (9)

→ Form CrsPersonInvestment Advice offered through Family Wealth Partners, a registered investment advisor.
factThe subject's own site
→ Jennifer AddessoPersonClient Experience Manager
factThe subject's own site
→ Pam GuicePersonExecutive Assistant
factThe subject's own site
→ Ella AndersonPersonAssociate Financial Planner
factThe subject's own site
→ Wade TappPersonAssociate Financial Planner
factThe subject's own site
→ Aryn SandsPersonAgent
factForm 13F
→ Nathan Aaron FulksPersonManaging Member, Stewardship Coach
Jan 1, 2019 to presentfactForm ADV
→ Robert Samuel DyePersonChief Compliance Officer, Managing Member, Stewardship Coach
Jan 1, 2019 to presentfactForm ADV
→ Thomas Edward DundorfPersonFounding Member, Stewardship Coach
Jan 1, 2003 to presentfactForm ADV

Owns (3)

← Nathan Aaron FulksPerson10% to 25%
Jan 1, 2019 to presentfactForm ADV
← Robert Samuel DyePerson10% to 25%
Jan 1, 2019 to presentfactForm ADV
← Thomas Edward DundorfPerson50% to 75%
Jan 1, 2003 to presentfactForm ADV

Dated events

13 bookkeeping events (roster, classification and holdings changes) folded below

Show 13 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
Family Wealth Partners, LLC found on the SEC adviser roster (name)
Occurred
Apr 14, 2026
Family Wealth Partners, LLC reported $292,859,029 across 105 13(f) positions for the quarter ended 2026-03-31
Occurred
Mar 31, 2026
Family Wealth Partners, LLC increased Northern Lts Fd Tr IV 14,208 -> 22,288 shares ($3,526,284 -> $5,584,371)
Occurred
Mar 31, 2026
Family Wealth Partners, LLC increased Timothy Plan 46,889 -> 70,614 shares ($1,626,124 -> $2,544,930)
Occurred
Mar 31, 2026
Family Wealth Partners, LLC increased Timothy Plan 32,479 -> 49,510 shares ($1,346,239 -> $2,101,486)
Occurred
Mar 31, 2026
Family Wealth Partners, LLC reduced LPL Finl Hldgs Inc 102,005 -> 71,531 shares ($36,433,104 -> $21,518,653)
Occurred
Jan 14, 2026
Family Wealth Partners, LLC reported $277,438,115 across 92 13(f) positions for the quarter ended 2025-12-31
Occurred
Dec 31, 2025
Family Wealth Partners, LLC increased Northern Lts Fd Tr IV 6,390 -> 14,208 shares ($1,592,714 -> $3,526,284)
Occurred
Nov 12, 2025
Family Wealth Partners, LLC reported $266,793,332 across 81 13(f) positions for the quarter ended 2025-09-30
Occurred
Jul 15, 2025
Family Wealth Partners, LLC reported $249,873,604 across 62 13(f) positions for the quarter ended 2025-06-30
Occurred
Jun 30, 2025
Family Wealth Partners, LLC increased Vanguard Index Fds 21,622 -> 29,748 shares ($5,942,476 -> $9,041,196)
Occurred
Apr 17, 2025
Family Wealth Partners, LLC reported $219,052,478 across 51 13(f) positions for the quarter ended 2025-03-31
Occurred
Jan 15, 2025
Family Wealth Partners, LLC reported $210,337,961 across 43 13(f) positions for the quarter ended 2024-12-31

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (office website), 1 office address (Form 13F), 1 website (office website) · as of 2026-09-12

Aryn Sands
Agent · Revealable: 1 business phone (Form 13F)

Also named here, with no published line of their own (reach them through the firm): Form Crs (Investment Advice offered through Family Wealth Partners, a registered investment advisor.), Jennifer Addesso (Client Experience Manager), Pam Guice (Executive Assistant), Ella Anderson (Associate Financial Planner), Wade Tapp (Associate Financial Planner), Nathan Aaron Fulks (Managing Member, Stewardship Coach), Robert Samuel Dye (Chief Compliance Officer, Managing Member, Stewardship Coach), Thomas Edward Dundorf (Founding Member, Stewardship Coach).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:733b7bf8-538a-4896-9b27-bda79f8de888
First observed: Sep 12, 2026
Last observed: Sep 20, 2026 5 min ago
Source families: Federal regulator filings, Firm and issuer disclosures
4 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Family Wealth Partners, LLC

Family Offices

Matthews, NC

Family Wealth Partners offers values-based financial planning and wealth coaching, serving individuals and families nationwide from Charlotte, NC.

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:733b7bf8-538a-4896-9b27-bda79f8de888

Data as of Sep 20, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 4:13 AM UTC and rebuilt at most every 15 minutes.

Person

Title

Role

Seniority

Family member

Current

Evidence

Thomas Edward Dundorf

Founding Member, Stewardship Coach

leadership

principal

n/a

yes

fact

Robert Samuel Dye

Chief Compliance Officer, Managing Member, Stewardship Coach

leadership

principal

n/a

yes

fact

Nathan Aaron Fulks

Managing Member, Stewardship Coach

leadership

principal

n/a

yes

fact

Aryn Sands

Agent

other

unknown

n/a

yes

fact

Form Crs

Investment Advice offered through Family Wealth Partners, a registered investment advisor.

Direct investments

unknown

n/a

yes

fact

Wade Tapp

Associate Financial Planner

other

unknown

n/a

yes

fact

Ella Anderson

Associate Financial Planner

other

unknown

n/a

yes

fact

Pam Guice

Executive Assistant

other

unknown

n/a

yes

fact

Jennifer Addesso

Client Experience Manager

leadership

senior

n/a

yes

fact