CRD: 148015
Family Wealth Partners Concord, INC
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- Custodian
- Prudential
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-24-2008
- Office Locations
- 1
Office Locations
About Family Wealth Partners Concord, INC
Family Wealth Partners Concord provides holistic financial planning and investment guidance for individuals and families, including second opinions on 401(k)/IRA accounts, retirement and college planning, and major life and career transitions. The firm emphasizes goal tracking and decision support to improve financial clarity and confidence, and equips clients with a personalized online planning portal (eMoney) to map and monitor progress.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 278 clients, or 139 clients per representative. That equates to $140.5K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on February 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Platform
- Services
- Technology
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Owner & Executives
KEITH ERIC LAIBSON
Owner
- CRD
- #2653793
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
LEO EDWARD THERIAULT
Business Developement & Financial Advisor, Investment Advisor, Manager of TuitionFocus-College Planning Service
- CRD
- #6298636
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $39,048,164 | -- |
| Total | $39,048,164 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Family Wealth Partners Concord, INC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.