This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$0Item 5.F on the latest filing (2017-05-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

0

Employees

3

Advisory employees

3

Accounts

0

SEC number

801-110022

CRD

285939

Filings on the tape

3

First filed

Feb 14, 2017

Latest filed

May 31, 2017

Organised

Corporation, Georgia

• Occurred

  Oct 11, 2024
  Team lift-out

  2 advisors left American Portfolios Advisors, Inc (Holbrook, NY) for Family Office Partners, Inc. on the same day

  Form ADVobserved 5 days ago
  2 advisors
• Occurred

  Feb 14, 2017
  First Form ADV filing

  Family Wealth Partners, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:aef7a6a2-5cb0-ede3-9947-d6ae20c84261

First observed

Feb 14, 2017

Last observed

May 31, 2017 113 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.