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Managing Member, Stewardship Coach · Family Wealth Partners, LLC

Nathan A. Fulks

CRD 6338435 · Named on Form ADV at one SEC-registered adviser

At a glance

Family Wealth Partners, LLC, an SEC-registered wealth manager based in Matthews, NC with $392 million in regulatory assets, lists Nathan A. Fulks on its Form ADV as Managing Member, Stewardship Coach, a control person.

Firms and roles

AtlasMembers

Nathan’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.

Colleagues named on the same filings

  • Thomas E. DundorfFounding Member, Stewardship Coach, Family Wealth Partners, LLC
  • Robert S. DyeChief Compliance Officer, Managing Member, Stewardship Coach, Family Wealth Partners, LLC

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