DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FAMILY WEALTH PARTNERS, LLC

CRD 317764

MATTHEWS, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1b025936-fd7a-d3d0-6506-557c3e9d79b5

Data as of May 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 4
On other graphs: 1
Observed: Dec 21, 2021 to May 11, 2026
16 observations

Across DFX

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

Family Officesidentity

Family Wealth Partners, LLC

Family office · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $392MItem 5.F on the latest filing (2026-05-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $392M
Private client RAUM: $364MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $65.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,020
Individual clients: 206
High net worth clients: 60
SEC number: 801-123089
CRD: 317764
Filings on the tape: 16
First filed: Dec 21, 2021
Latest filed: May 11, 2026
Organised: Limited Liability Company, NC
Website: fwpnc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
NATHAN AARON FULKS	Certified Financial Planner	MATTHEWS, NC	4	11	3	no
ROBERT SAMUEL DYE	Certified Financial Planner	MATTHEWS, NC	4	11	2	no
Blake Lee Hedrick	Certified Financial Planner	MATTHEWS, NC	4	11	2	no
RYAN R KNIGHT	n/a	MATTHEWS, NC	3	13	n/a	no
Brian Matthew Baum	Certified Financial Planner	MATTHEWS, NC	2	18	1	no
THOMAS EDWARD DUNDORF	Certified Financial Planner	Salem, SC \| MATTHEWS, NC	0	36	6	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DUNDORF, THOMAS, EDWARD	FOUNDING MEMBER, STEWARDSHIP COACH	D	yes	01/2003	Dec 21, 2021	Sep 20, 2024
DYE, ROBERT, SAMUEL	CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, STEWARDSHIP COACH	B	yes	01/2019	Dec 21, 2021	Sep 20, 2024
FULKS, NATHAN, AARON	MANAGING MEMBER, STEWARDSHIP COACH	B	yes	01/2019	Dec 21, 2021	Sep 20, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 18, 2026	$392M	$392M	11	6	n/a	n/a
2024	Apr 15, 2025	$312M	$312M	9	6	n/a	n/a
2023	Mar 22, 2024	$210M	$210M	10	7	n/a	n/a
2022	Feb 1, 2023	$159M	$159M	7	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$392M	$312M	25.8%	$159M	35.0%	11	9	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
INDEPENDENT ADVISOR ALLIANCE, LLC	4	Jan 26, 2022	Jan 1, 2026	MATTHEWS, NC	Team lift out	RIA to new firm	1.9%

Relationships

Registered with (7)

← THOMAS EDWARD DUNDORFAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Brian Matthew BaumAdvisorregistration: current employment
Mar 4, 2024 to presentfactForm ADV
← RYAN R KNIGHTAdvisorregistration: current employment
Aug 7, 2023 to presentfactForm ADV
← NATHAN AARON FULKSAdvisorregistration: current employment
Jan 24, 2022 to presentfactForm ADV
← ROBERT SAMUEL DYEAdvisorregistration: current employment
Jan 24, 2022 to presentfactForm ADV
← Blake Lee HedrickAdvisorregistration: current employment
Jan 24, 2022 to presentfactForm ADV
← Isaac Theodore CaldwellAdvisorregistration: previous registration
Feb 7, 2023 to Apr 15, 2025factForm ADV

Moved with (1)

← INDEPENDENT ADVISOR ALLIANCE, LLCRegistered adviser4 advisors, team lift out, same day
Jan 26, 2022 to Jan 1, 2026factForm ADV

Controls (3)

← DUNDORF, THOMAS, EDWARDOwnerFOUNDING MEMBER, STEWARDSHIP COACH, ownership code D, individual
Dec 21, 2021 to Sep 20, 2024factForm ADV
← FULKS, NATHAN, AARONOwnerMANAGING MEMBER, STEWARDSHIP COACH, ownership code B, individual
Dec 21, 2021 to Sep 20, 2024factForm ADV
← DYE, ROBERT, SAMUELOwnerCHIEF COMPLIANCE OFFICER, MANAGING MEMBER, STEWARDSHIP COACH, ownership code B, individual
Dec 21, 2021 to Sep 20, 2024factForm ADV

Dated events

Occurred
Apr 15, 2025
Regulatory AUM changed
Family Wealth Partners, Llc reported RAUM $312.1M, up 48% from $210.4M (2024-09-20 to 2025-04-15)
Form ADVobserved 6 days ago
$102M
Occurred
Apr 15, 2025
Advisor changed firm
Isaac Theodore Caldwell left Family Wealth Partners, Llc for Vanguard Advisers, Inc. (registered 2025-09-02)
Form ADVobserved 6 days ago
Occurred
Jan 26, 2022
Team lift-out
4 advisors left Independent Advisor Alliance, LLC (Matthews, NC) for Family Wealth Partners, LLC on the same day
Form ADVobserved 5 days ago
4 advisors
Occurred
Dec 21, 2021
First Form ADV filing
Family Wealth Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b025936-fd7a-d3d0-6506-557c3e9d79b5
First observed: Dec 21, 2021
Last observed: May 11, 2026 4 months ago
Source families: Federal regulator filings
3 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

CRD 317764

MATTHEWS, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1b025936-fd7a-d3d0-6506-557c3e9d79b5

Data as of May 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:16 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NATHAN AARON FULKS

Certified Financial Planner

MATTHEWS, NC

ROBERT SAMUEL DYE

Certified Financial Planner

MATTHEWS, NC

Blake Lee Hedrick

Certified Financial Planner

MATTHEWS, NC

RYAN R KNIGHT

n/a

MATTHEWS, NC

n/a

Brian Matthew Baum

Certified Financial Planner

MATTHEWS, NC

THOMAS EDWARD DUNDORF

Certified Financial Planner

Salem, SC | MATTHEWS, NC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DUNDORF, THOMAS, EDWARD

FOUNDING MEMBER, STEWARDSHIP COACH

yes

01/2003

Dec 21, 2021

Sep 20, 2024

DYE, ROBERT, SAMUEL

CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, STEWARDSHIP COACH

yes

01/2019

Dec 21, 2021

Sep 20, 2024

FULKS, NATHAN, AARON

MANAGING MEMBER, STEWARDSHIP COACH

yes

01/2019

Dec 21, 2021

Sep 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 18, 2026

$392M

n/a

2024

Apr 15, 2025

$312M

n/a

2023

Mar 22, 2024

$210M

n/a

2022

Feb 1, 2023

$159M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$392M

$312M

25.8%

$159M

35.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INDEPENDENT ADVISOR ALLIANCE, LLC

Jan 26, 2022

Jan 1, 2026

MATTHEWS, NC

Team lift out

RIA to new firm

1.9%