{"url":"https://nivawealth.com/firms/family-wealth-partners-304935","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/304935","regulatoryAum":130937000,"crd":"304935","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4434102","suffix":null,"lastName":"FINELLI","firstName":"MARK","middleName":"ANTHONY"},{"crd":"6720809","suffix":null,"lastName":"Love","firstName":"Tylor","middleName":"Alexander"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136248","legalName":"Family Wealth Partners LLC","displayName":"Family Wealth Partners","slug":"family-wealth-partners-304935","website":"https://familywealthpartners.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"New Jersey limited liability 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Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041191","versionId":1041191,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-04-13","documentName":"BROCHURE","fee_rate_low":1,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning and consulting","summary":"Stand-alone financial planning and consulting fees are negotiable but generally $300 an hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041191","versionId":1041191,"submittedOn":"2026-04-13","documentName":"BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:25:14.585343+00:00","documents":[{"name":"BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041191","versionId":1041191,"submittedOn":"2026-04-13"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Omaha, NE","smaAssets":130000000}],"custodyNote":"Family Wealth Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Mark Finelli","title":"Principal and CCO","crd":"4434102"}],"ownership":[{"label":"Mark Finelli","detail":"Principal and cco in the 75% or more ownership band and a control person, since August 2019."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New Jersey","offices":1,"addresses":[{"street":"152 Himmelein Road, Suite 700","city":"Medford","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"609-975-8389","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":52},{"label":"U.S. government/agency bonds","percent":6},{"label":"U.S. state and local bonds","percent":2},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":30},{"label":"Cash and cash equivalents","percent":9}],"privateFunds":0},"sources":{"adv1FilingDate":"6 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/304935/PDF/304935.pdf","brochureDate":"13 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041191","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Family Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Family Wealth Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Family Wealth Partners charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Family Wealth Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Family Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Family Wealth Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Family Wealth Partners?","answer":"Family Wealth Partners’ direct owner is Mark Finelli (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 6 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Family Wealth Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Family Wealth Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 6 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}