Family Wealth Partners LLC: new SEC registration, $131M AUM, Medford, NJ
Family Wealth Partners LLC (Medford, New Jersey): new SEC registration, $131M AUM, Medford, NJ. Its amount of 131 is below the median of 134 (48th percentile). Dated 171 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 131 · 48th percentile of 1,149 NewRiaPulse records · 1.0x the median
Free preview: all 10 published fields of this record are shown below. Locked: 33 related NJ NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Family Wealth Partners LLC |
| Legal name | Family Wealth Partners LLC |
| CRD | 304935 |
| Status | Approved |
| Registered with the SEC | 2026-05-18 |
| Latest Form ADV filing | 2026-07-06 |
| Location | Medford, NJ, United States |
| Regulatory AUM | $130,937,000 |
| Accounts | 560 |
| Employees | 2 |
| amount percentile | 48th of 1,149 (median 134, 1.0x median) |
| Peer records CSV (34 NJ records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-18
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NJ first): Clear Wave Wealth Management, LLC · Sage Residential Management LLC · Tap Root Capital Management LP · West Horizon Capital · Certum Group · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Family Wealth Partners LLC and 34 New Jersey peers
- New Jersey NewRiaPulse records like this one: 34
- Family Wealth Partners LLC's amount: 48th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New Jersey peer: $6,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $131M under management.
What is the NewRiaPulse record for Family Wealth Partners LLC in Medford, New Jersey?
Family Wealth Partners LLC received SEC registration as an investment adviser (2026-05-18) with $130,937,000 in regulatory assets under management, based in Medford, NJ.
How does Family Wealth Partners LLC compare to other New Jersey NewRiaPulse records?
Its amount of 131 is below the median (48th percentile); smaller records often move faster and face less competition. It is 171 days old; check the official source for later updates before acting.
Family Wealth Partners LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Family Wealth Partners LLC | Medford, NJ | 131 | 48th | 2026-05-18 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in New Jersey NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.