RIA Intel›Advisers›North Carolina›FAMILY WEALTH PARTNERS CONCORD, INC

FAMILY WEALTH PARTNERS CONCORD, INC

Advisory

CONCORD, NC

Data as of Feb 11, 2026 · Source: SEC Form ADV

Average account

$115K

across 341 accounts

AUM per adviser

$20M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$39M

Discretionary AUM$0

Non-Discretionary AUM$39M

Discretionary %0%

Total Clients139

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

139 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

7PW WEALTH, LLC

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CARY, NC

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MARQUISE WEALTH MANAGEMENT, LLC

CHARLOTTE, NC

$39M

ACORN & OAK WEALTH MANAGEMENT, LLC

$38M

ASPENTREE CAPITAL CORPORATION

$40M

CAROLINA FINANCIAL SERVICES GROUP, INC.

GREENVILLE, NC

$40M

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