FAMILY WEALTH PARTNERS LLC
WESTON, FLORIDA

FAMILY WEALTH PARTNERS LLC, established on December 08, 2008, is a reputable financial services firm specializing in comprehensive wealth management solutions. Operating from its headquarters at 2200 North Commerce Parkway in Weston, Florida, the company serves an exclusive clientele of successful families and business owners. FAMILY WEALTH PARTNERS prides itself on offering 'total concept financial services,' providing a multifaceted approach to managing finances through one familiar, trusted advisor instead of juggling multiple service providers like accountants or attorneys. With over four decades of experience, the firm excels in balancing short-term needs with long-range goals by understanding its clients' unique priorities and values, ensuring they can enjoy their lives with financial peace of mind. This dedication extends to forming partnerships based on trust, integrity, and shared success, treating clients as 'captains of the ship.' The company's philosophy emphasizes putting client interests first and providing essential guidance through complex financial landscapes. Investment opportunities offered by FAMILY WEALTH PARTNERS come with no FDIC or NCUA insurance guarantees and are subject to market risks. The firm operates exclusively in certain states, including Arizona, California, Colorado, and others, adhering strictly to state regulations. Further details about the company's services can be found on its official website at familywealthpartners.com.

KEY FACTS ABOUT FAMILY WEALTH PARTNERS LLC

Company name
FAMILY WEALTH PARTNERS LLC
Status
Active
Filed Number
L08000111989
FEI Number
263932433
Date of Incorporation
December 8, 2008
Age - 17 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://familywealthpartners.com
Phones
(954) 335-4030
(888) 580-3467
(877) 335-2544

FAMILY WEALTH PARTNERS LLC NEAR ME

Principal Address
2200 NORTH COMMERCE PARKWAY,
WESTON,
FL,
33326,
US

See Also

Officers and Directors

The FAMILY WEALTH PARTNERS LLC managed by the one person from WESTON on following positions: MGRS

Richard J Grund

Position
MGRS Active
From
WESTON, FL





Registered Agent is SPIEGEL & UTRERA, P.A.

Address
1840 SW 22ND ST., MIAMI, FL, 33145

Annual Reports

2024
March 19, 2024
2023
January 28, 2023