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Principal and CCO · Family Wealth Partners LLC

Mark A. Finelli

CRD 4434102 · Named on Form ADV at one SEC-registered adviser

At a glance

Family Wealth Partners LLC, an SEC-registered wealth manager based in Medford, NJ with $131 million in regulatory assets, lists Mark A. Finelli on its Form ADV as Principal and CCO, a control person.

Firms and roles

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Mark’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.