Family Wealth Partners provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 11–25 clients last fiscal year.
Family Wealth Partners reports 222 clients. They include 181 individual clients and 41 high-net-worth individuals. Of its assets, 99.4% ($130M across 559 accounts) are managed with discretion; $737K across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 33% |
| High-net-worth individuals | 18% | 67% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 181 | $43.2M | 33.0% | $239K |
| High-net-worth individuals | 41 | $87.7M | 67.0% | $2.14M |
| Total | 222 | $131M | 100% | $590K |
- Clients
- 181
- Regulatory AUM
- $43.2M
- AUM share
- 33.0%
- Avg. per client
- $239K
- Clients
- 41
- Regulatory AUM
- $87.7M
- AUM share
- 67.0%
- Avg. per client
- $2.14M
Total
- Clients
- 222
- Regulatory AUM
- $131M
- AUM share
- 100%
- Avg. per client
- $590K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Family Wealth Partners charges 1.00%–1.50% a year for its Investment Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Stand-alone financial planning and consulting fees are negotiable but generally $300 an hour.
Mark Finelli owns 75% or more of Family Wealth Partners. It has 2 employees.
Leadership
- Mark FinelliPrincipal and CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Family Wealth Partners LLC
Mark Finelli
Control person · since August 2019
Besides its headquarters, Family Wealth Partners has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 152 Himmelein Road, Suite 700, MedfordHQ
Contact and registration details
- Legal name
- Family Wealth Partners LLC
- Headquarters
- 152 Himmelein Road, Suite 700, Medford, NJ 08055
- Website
- familywealthpartners.com
- Phone
- 609-975-8389
- SEC file
- 801-136248
- Structure
- New Jersey LLC
- Fiscal year end
- December
Family Wealth Partners uses Charles Schwab ($130M) as custodian for its separately managed accounts. Family Wealth Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $130M100%
At year end, Family Wealth Partners’ separately managed accounts were mostly in stocks (52%) and funds (30%).
What the accounts hold
- Stocks52%
- Funds30%
- Bonds9%
- U.S. government and agency bonds6%
- State and local bonds2%
- Investment grade corporate bonds1%
- Cash9%
How many clients does Family Wealth Partners have?
Family Wealth Partners has 222 clients and manages $131 million for them, as of July 2026. They include 181 individual clients and 41 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 July 2026
What services does Family Wealth Partners offer?
Family Wealth Partners provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Family Wealth Partners charge?
Family Wealth Partners charges 1.00%–1.50% a year for its Investment Management Fees. The fee is billed in arrears and is negotiable.
Source: BROCHURE, filed 13 April 2026
Which custodians does Family Wealth Partners use?
Family Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $130M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 July 2026
How many financial advisors does Family Wealth Partners have?
Family Wealth Partners has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Family Wealth Partners invest in?
At the end of its last fiscal year, Family Wealth Partners’ separately managed accounts held 52% exchange-traded equities, 30% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 6% U.S. government and agency bonds, 2% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Family Wealth Partners?
Family Wealth Partners’ direct owner is Mark Finelli (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 July 2026
How does Family Wealth Partners get paid?
Family Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Family Wealth Partners?
Family Wealth Partners’ main office is at 152 Himmelein Road, Suite 700, Medford, NJ 08055. Its phone number is 609-975-8389. Its website is familywealthpartners.com.