This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-21-2022
- Office Locations
- 2
Office Locations
About Family Wealth Partners, LLC
Family Wealth Partners is a Charlotte-area RIA serving individuals and families nationwide, with a focus on business owners, executives, and high-income households seeking clarity and accountability. The team delivers values- and faith-informed financial planning plus evidence-driven investment coaching and portfolio management, supported by an all-in-one client dashboard. Public filings indicate primarily ETF-based portfolios, often custodied at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
THOMAS EDWARD DUNDORF
Retirement Consultant
- CRD
- #2080469
- Ownership
- 50% but less than 75%
ROBERT SAMUEL DYE
Chief Compliance Officer, Managing Member
- CRD
- #6519536
- Ownership
- 10% but less than 25%
Peak pioneer
Quantum oak
- CRD
- #37507
- Ownership
- 20.0%
Showing 2 of 3 owners & executives
Unlock allContacts
Brian Matthew Baum
Senior Financial Planner
- CRD
- #6772725
Blake Lee Hedrick
--
- CRD
- #6569940
Quantum prime
Glacier bridge legacy
- CRD
- #37438
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $392,445,796 | $384,751 |
| Non-Discretionary | $0 | -- |
| Total | $392,445,796 | $384,751 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $392,445,796
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $788,437,341 | 13.7% |
| Equity - Exchange | $391,341,162 | 6.8% |
| Equity - OTC | $1,191,288,537 | 20.7% |
| Cash | $1,220,063,622 | 21.2% |
| Municipal Bonds | $1,317,898,913 | 22.9% |
| U.S. Government/Agency | $845,987,511 | 14.7% |
| Total | $5,755,017,086 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK OPTIMA VALUE | OAK WAVE | 9FQFU2AGF | DMW | 3.84% | $70,618,175 |
| UNISON ZENITH EAGLE | ATLAS FOUNDATION | 02ZCDXZOK | BZV | 12.51% | $87,685,571 |
| RIDGE VITAL | OAK PIONEER | OP1X3K6LK | GQLE | 1.44% | $7,100,449 |
| MERIDIAN MERIDIAN VECTOR | ALPHA PIONEER | IDZLJBPYF | SMUH | 8.62% | $43,381,186 |
| MATRIX DELTA | ATLAS PATHWAY | WZDPGIZ24 | DZXPL | 2.80% | $76,780,067 |
| GLACIER VALUE VALUE | ATLAS FRONTIER | 5896HI8TH | VRGCN | 4.65% | $14,800,285 |
| ELEMENT WAVE EAGLE | EAGLE LEGACY | E3TWI3VVH | IMKV | 4.88% | $87,964,772 |
| EAGLE PATHWAY BEACON | ELEMENT ATLAS | A96SU6G6T | OALLV | 7.50% | $86,637,763 |