Investment adviser · CRD 323656
FAMILY WEALTH PLANNING PARTNERS
Investment adviser filing (IA)
FAMILY WEALTH PLANNING PARTNERS LLC
LOUISVILLE, KY, United States · Form ADV filed May 22, 2026
- Regulatory AUM
- $317M Form ADV · Item 5.F
- Client accounts
- 1,366 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 51 | $109,284,079 | 34.4% |
| Individuals | 1,090 | $97,632,107 | 30.8% |
| Retirement plans | 75 | $73,552,578 | 23.2% |
| Other clients | 250 | $36,905,424 | 11.6% |
Filing source
Form ADV 2107131 · May 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
3012 EASTPOINT PARKWAYLOUISVILLE, KY, 40223, United States
CRD 323656
Filing source
Form ADV 2107131 · May 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.