Family Wealth Partners, Llc
- Regulatory AUM
- $392M
- Discretionary
- $392M
- Clients
- 266
- Avg AUM / client
- $1.5M
- Accounts
- 1,020
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 206 | $65.1M | 16.6% |
| High net worth individuals | 60 | $299M | 76.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.4M | 0.36% |
| Charitable organizations | Fewer than 5 clients | $24.5M | 6.24% |
| Corporations and other businesses | Fewer than 5 clients | $2.4M | 0.62% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas Edward Dundorf | Founding Member, Stewardship Coach | CFP | Jan 2003 (24y) | 50% – 75% |
| Nathan Aaron Fulks | Managing Member, Stewardship Coach | CFP | Jan 2019 (8y) | 10% – 25% |
| Robert Samuel Dye | Chief Compliance Officer, Managing Member, Stewardship Coach | CFP | Jan 2019 (8y) | 10% – 25% |
| Blake Lee Hedrick | Registered representative | CFP | Jan 2022 (5y) | |
| Ryan R Knight | Registered representative | Aug 2023 (3y) | ||
| Brian Matthew Baum | Registered representative | CFP | Mar 2024 (2y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $389M (99% of AUM) May 2026
- LPL Financial $12.4M (8% of AUM) Oct 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗