F
CRD: 323656
Family Wealth Planning Partners
Louisville, KY, 40223
5022005210
$317.4M Total AUM
$206.9M Disc. AUM
-- 3Y CAGR
8 Employees
1,466 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-19-2022
- Office Locations
- 1
Office Locations
3012 Eastpoint Parkway Louisville KY
About Family Wealth Planning Partners
Family Wealth Planning Partners is a Louisville-based RIA. The firm has been operating for 3 years. Managing $317.4M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
40 AVG AGE
$63.5M AVG AUM / ADVISOR
$216.5K AVG AUM / CLIENT
2.8 yrs AVG TENURE
8 Employees
5 Advisory Reps
4 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Vital Unison Pioneer delta Ridge optima Signal Pathway meridian Beacon
Client Personas
Legacy crest
Investment Themes
Glacier timber Value Delta summit
Investment Vehicles
Frontier fusion
Services
Catalyst capital Pathway Alpha Vital Element optima Radial Focus harbor Beacon oak Alpha North glacier
Owner & Executives
ERIC THOMAS DOUGLAS
Managing Member, Partner
- CRD
- #5561316
- Ownership
- 10% but less than 25%
(485) 333-9521
insight.glacier@peakcapital.com
in linkedin.com/in/timber-harbor
Aaron Michael McAndrew
Managing Member, Partner
- CRD
- #6582561
- Ownership
- 10% but less than 25%
(457) 436-3698
pioneer.fusion@wavecapital.com
in linkedin.com/in/signal-signal
E
Eagle value
Wave ember
- CRD
- #82793
- Ownership
- 37.6%
(277) 970-1186
insight.crest@peakcapital.com
in linkedin.com/in/north-summit
Showing 2 of 4 owners & executives
Unlock allContacts
C
Cody Brown
--
- CRD
- #8066495
(409) 624-4796
frontier.signal@horizoncapital.com
in linkedin.com/in/alpha-element
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $206,916,186 | $198,767 |
| Non-Discretionary | $110,458,002 | $339,871 |
| Total | $317,374,188 | $232,338 |
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Separately Managed Accounts
Total SMA Asset: $317,374,188
Equity - Exchange:
17.4% Public Funds:
4.7% Other:
18.6% Equity - OTC:
6.3% Cash:
9.5% U.S. Government/Agency:
8.0% Corporate - Investment Grade:
15.1% Municipal Bonds:
20.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $782,626,798 | 17.4% |
| Public Funds | $211,399,193 | 4.7% |
| Other | $836,601,060 | 18.6% |
| Equity - OTC | $283,364,875 | 6.3% |
| Cash | $427,296,240 | 9.5% |
| U.S. Government/Agency | $359,828,413 | 8.0% |
| Corporate - Investment Grade | $679,176,129 | 15.1% |
| Municipal Bonds | $917,562,452 | 20.4% |
| Total | $4,497,855,160 | 100.0% |