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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Prime
- Established Date
- 08-09-2019
- Office Locations
- 1
Office Locations
About Family Wealth Partners LLC
Family Wealth Partners, LLC is a Medford, NJ advisory team providing wealth counseling and customized planning for high-net-worth individuals, families, and foundations. The firm follows an integrated process to grow and preserve multigenerational wealth, with portfolios that commonly blend ETFs, public funds, and fixed income (including U.S. government and municipal bonds). Custody relationships include Charles Schwab.
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Owner & Executives
MARK ANTHONY FINELLI
Chief Compliance Officer, Founder, PRINCIPAL, Vice President, Wealth Management Advisor
- CRD
- #4434102
- Ownership
- 75% or more
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Tylor Alexander Love
--
- CRD
- #6720809
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,200,000 | $232,916 |
| Non-Discretionary | $737,000 | $737,000 |
| Total | $130,937,000 | $233,816 |
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Separately Managed Accounts
Total SMA Asset: $130,937,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,166,099,742 | 20.4% |
| Public Funds | $1,051,776,238 | 18.4% |
| Cash | $663,076,324 | 11.6% |
| U.S. Government/Agency | $543,036,645 | 9.5% |
| Municipal Bonds | $594,482,222 | 10.4% |
| Corporate - Investment Grade | $1,697,704,037 | 29.7% |
| Total | $5,716,175,208 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST ALPHA NORTH | SUMMIT FRONTIER | WSDXZQMXF | OYOGX | 10.83% | $99,911,704 |
| CREST INSIGHT FRONTIER | GLACIER NORTH | 245P13J2O | LSRV | 2.01% | $11,315,942 |
| SUMMIT CATALYST | ELEMENT LEGACY | 8OBL18MYM | LLXFU | 10.66% | $29,788,762 |
| RADIAL VALUE | VITAL PIONEER | 4624WRGR5 | ITL | 7.74% | $2,806,507 |
| PATHWAY DELTA | FOCUS ALPHA | OTLE2NLBR | DLT | 2.59% | $7,750,650 |
| PIONEER OPTIMA VECTOR | GLACIER HORIZON | ZSKW5AY5U | HIIBX | 3.88% | $1,803,514 |
| DELTA FRONTIER PRIME | SUMMIT QUANTUM | MTQY487JZ | JAK | 1.74% | $14,440,234 |
| VERTEX QUANTUM TIMBER | EMBER EMBER | JPV9ZX0WB | PIVN | 3.61% | $86,309,291 |