RIA Intel›Advisers›Kentucky›FAMILY WEALTH PLANNING PARTNERS LLC

FAMILY WEALTH PLANNING PARTNERS LLC

Advisory

N·LOUISVILLE, KY

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM
$317M
1-Year AUM Growth
+53.0%
3-Year CAGR
0.0%
Employees
5
Assets Under Management
Total AUM$317M
Discretionary AUM$207M
Non-Discretionary AUM$110M
Discretionary %65.2%
Total Clients739
Team
Total Employees5
Investment Advisers8
Employee Growth (1Y)—
Filing History
Total Filings on Record13
First FilingNov 4, 2022
Latest FilingMar 23, 2026
🔒 Full AUM trend chart and 13 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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