Active
FAMILY WEALTH PLANNING PARTNERS
Investment Advice|LOUISVILLE, KY
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$313.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 202.3M |
| Non-Discretionary | 111.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 323656 |
| SEC Number | 801-126996 |
| Street Address | 9200 SHELBYVILLE RD |
| Street Address 2 | SUITE 103 |
| Location | LOUISVILLE, KY 40222 |
| Country | United States |
| Phone | 502-200-5210 |
| Fax | 502-200-5208 |
| Total Employees | 7 |
Client Count by Type (795 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 695 |
| Pension/Profit Sharing Pl… | 56 |
| High Net Worth Individual… | 44 |
Community Partners
CITY OF BELLEMEADE
CITY OF FOREST HILLS
CITY OF FOX CHASE
CITY OF GLENVIEW MANOR
CITY OF GRAYMOOR-DEVONDALE
CITY OF HEBRON ESTATES
CITY OF HERITAGE CREEK
CITY OF HILLS AND DALES
CITY OF HILLVIEW
CITY OF HOLLOW CREEK
CITY OF HUNTERS HOLLOW
CITY OF HURSTBOURNE
CITY OF INDIAN HILLS
CITY OF JEFFERSONTOWN
CITY OF KINGSLEY
CITY OF LANGDON PLACE
CITY OF LEBANON JUNCTION
CITY OF LINCOLNSHIRE
CITY OF LYNDON
CITY OF LYNNVIEW
CITY OF BELLEMEADE
CITY OF FOREST HILLS
CITY OF FOX CHASE
CITY OF GLENVIEW MANOR
CITY OF GRAYMOOR-DEVONDALE
CITY OF HEBRON ESTATES
CITY OF HERITAGE CREEK
CITY OF HILLS AND DALES
CITY OF HILLVIEW
CITY OF HOLLOW CREEK
CITY OF HUNTERS HOLLOW
CITY OF HURSTBOURNE
CITY OF INDIAN HILLS
CITY OF JEFFERSONTOWN
CITY OF KINGSLEY
CITY OF LANGDON PLACE
CITY OF LEBANON JUNCTION
CITY OF LINCOLNSHIRE
CITY OF LYNDON
CITY OF LYNNVIEW
CITY OF BELLEMEADE
CITY OF FOREST HILLS
CITY OF FOX CHASE
CITY OF GLENVIEW MANOR
CITY OF GRAYMOOR-DEVONDALE
CITY OF HEBRON ESTATES
CITY OF HERITAGE CREEK
CITY OF HILLS AND DALES
CITY OF HILLVIEW
CITY OF HOLLOW CREEK
CITY OF HUNTERS HOLLOW
CITY OF HURSTBOURNE
CITY OF INDIAN HILLS
CITY OF JEFFERSONTOWN
CITY OF KINGSLEY
CITY OF LANGDON PLACE
CITY OF LEBANON JUNCTION
CITY OF LINCOLNSHIRE
CITY OF LYNDON
CITY OF LYNNVIEW
Municipal Government
34 Active
34
Organizations
ANCHORAGE MIDDLETOWN FIRE AND EMS
BULLITT COUNTY SOIL CONSERVATION TAXING DISTRICT
FERN CREEK FIRE PROTECTION DISTRICT
JEFFERSONTOWN FIRE PROTECTION DISTRICT
LOUISVILLE JEFFERSON COUNTY RIVERPORT AUTHORITY
MOUNT WASHINGTON FIRE PROTECTION DISTRICT
MT. WASHINGTON FIRE PROTECTION DISTRICT
NICHOLS FIRE PROTECTION DISTRICT
OKOLONA FIRE PROTECTION DISTRICT
RIDGWAY MEMORIAL-BULLITT COUNTY LIBRARY TAXING DISTRICT
SOUTHEAST BULLITT FIRE PROTECTION DISTRICT
SOUTHEAST BULLITT & RESCUE DEPARTMENT
ST MATTHEWS FIRE PROTECTION DISTRICT
ZONETON FIRE PROTECTION DISTRICT
ANCHORAGE MIDDLETOWN FIRE AND EMS
BULLITT COUNTY SOIL CONSERVATION TAXING DISTRICT
FERN CREEK FIRE PROTECTION DISTRICT
JEFFERSONTOWN FIRE PROTECTION DISTRICT
LOUISVILLE JEFFERSON COUNTY RIVERPORT AUTHORITY
MOUNT WASHINGTON FIRE PROTECTION DISTRICT
MT. WASHINGTON FIRE PROTECTION DISTRICT
NICHOLS FIRE PROTECTION DISTRICT
OKOLONA FIRE PROTECTION DISTRICT
RIDGWAY MEMORIAL-BULLITT COUNTY LIBRARY TAXING DISTRICT
SOUTHEAST BULLITT FIRE PROTECTION DISTRICT
SOUTHEAST BULLITT & RESCUE DEPARTMENT
ST MATTHEWS FIRE PROTECTION DISTRICT
ZONETON FIRE PROTECTION DISTRICT
ANCHORAGE MIDDLETOWN FIRE AND EMS
BULLITT COUNTY SOIL CONSERVATION TAXING DISTRICT
FERN CREEK FIRE PROTECTION DISTRICT
JEFFERSONTOWN FIRE PROTECTION DISTRICT
LOUISVILLE JEFFERSON COUNTY RIVERPORT AUTHORITY
MOUNT WASHINGTON FIRE PROTECTION DISTRICT
MT. WASHINGTON FIRE PROTECTION DISTRICT
NICHOLS FIRE PROTECTION DISTRICT
OKOLONA FIRE PROTECTION DISTRICT
RIDGWAY MEMORIAL-BULLITT COUNTY LIBRARY TAXING DISTRICT
SOUTHEAST BULLITT FIRE PROTECTION DISTRICT
SOUTHEAST BULLITT & RESCUE DEPARTMENT
ST MATTHEWS FIRE PROTECTION DISTRICT
ZONETON FIRE PROTECTION DISTRICT
Special District
14 Active
14
Organizations
BULLITT CO SCH DIST
JEFFERSON COUNTY BOARD OF EDUCATION
THE ACADEMY AT SHAWEE
BULLITT CO SCH DIST
JEFFERSON COUNTY BOARD OF EDUCATION
THE ACADEMY AT SHAWEE
BULLITT CO SCH DIST
JEFFERSON COUNTY BOARD OF EDUCATION
THE ACADEMY AT SHAWEE
School District
3 Active
3
Organizations
100 BLACK MEN OF LOUISVILLE INC
11TH STREET LOVE GROUP
12TH STREET COMMUNITY DEVELOPMENT CORPORATION
1300 S 3rd Street Block Association Inc
1400 BLOCK SOUTH THIRD ST
153 BRILLIANT STAR CHAPTER
15THOUSAND FARMERS INC
1619 FLUX ART ACTIVISM INC
1893 EDUCATIONAL FOUNDATION CORPORATION
1 BLUE GRASS CHAPTER
1 VOICE PRAYER MOVEMENT INC
21ST CENTURY PARKS ENDOWMENT INC
21ST CENTURY PARKS INC
29TH AND 9TH FOUNDATION INC
2ND REGIMENT KENTUCKY INFANTRY ORPHAN BRIGADE INC
2NOT1 FATHERHOOD & FAMILIES
2 NOT 1 FATHERHOOD & FAMILIES INC
3170205 BUECHEL LL
41ST STREET FAMILY CARE CENTER
4-320 FOUNDATION UA DTD 01052024
100 BLACK MEN OF LOUISVILLE INC
11TH STREET LOVE GROUP
12TH STREET COMMUNITY DEVELOPMENT CORPORATION
1300 S 3rd Street Block Association Inc
1400 BLOCK SOUTH THIRD ST
153 BRILLIANT STAR CHAPTER
15THOUSAND FARMERS INC
1619 FLUX ART ACTIVISM INC
1893 EDUCATIONAL FOUNDATION CORPORATION
1 BLUE GRASS CHAPTER
1 VOICE PRAYER MOVEMENT INC
21ST CENTURY PARKS ENDOWMENT INC
21ST CENTURY PARKS INC
29TH AND 9TH FOUNDATION INC
2ND REGIMENT KENTUCKY INFANTRY ORPHAN BRIGADE INC
2NOT1 FATHERHOOD & FAMILIES
2 NOT 1 FATHERHOOD & FAMILIES INC
3170205 BUECHEL LL
41ST STREET FAMILY CARE CENTER
4-320 FOUNDATION UA DTD 01052024
100 BLACK MEN OF LOUISVILLE INC
11TH STREET LOVE GROUP
12TH STREET COMMUNITY DEVELOPMENT CORPORATION
1300 S 3rd Street Block Association Inc
1400 BLOCK SOUTH THIRD ST
153 BRILLIANT STAR CHAPTER
15THOUSAND FARMERS INC
1619 FLUX ART ACTIVISM INC
1893 EDUCATIONAL FOUNDATION CORPORATION
1 BLUE GRASS CHAPTER
1 VOICE PRAYER MOVEMENT INC
21ST CENTURY PARKS ENDOWMENT INC
21ST CENTURY PARKS INC
29TH AND 9TH FOUNDATION INC
2ND REGIMENT KENTUCKY INFANTRY ORPHAN BRIGADE INC
2NOT1 FATHERHOOD & FAMILIES
2 NOT 1 FATHERHOOD & FAMILIES INC
3170205 BUECHEL LL
41ST STREET FAMILY CARE CENTER
4-320 FOUNDATION UA DTD 01052024
Nonprofit Organization
5252 Active
5252
Organizations
Community Partners101 organizations
CITY OF BELLEMEADE
Municipal Government·LOUISVILLE
CITY OF GLENVIEW MANOR
Municipal Government·LOUISVILLE
CITY OF HEBRON ESTATES
Municipal Government·SHEPHERDSVILLE
CITY OF HERITAGE CREEK
Municipal Government·LOUISVILLE
CITY OF HILLS AND DALES
Municipal Government·LOUISVILLE
CITY OF HILLVIEW
Municipal Government·LOUISVILLE
CITY OF HOLLOW CREEK
Municipal Government·LOUISVILLE
CITY OF HUNTERS HOLLOW
Municipal Government·LOUISVILLE
CITY OF HURSTBOURNE
Municipal Government·LOUISVILLE
CITY OF INDIAN HILLS
Municipal Government·LOUISVILLE
CITY OF JEFFERSONTOWN
Municipal Government·LOUISVILLE
CITY OF LEBANON JUNCTION
Municipal Government·LEBANON JUNCTION
CITY OF LINCOLNSHIRE
Municipal Government·LOUISVILLE
CITY OF LYNDON
Municipal Government·LOUISVILLE
CITY OF LYNNVIEW
Municipal Government·LOUISVILLE
CITY OF MEADOWVIEW ESTATES
Municipal Government·LOUISVILLE
CITY OF MIDDLETOWN
Municipal Government·LOUISVILLE
CITY OF MOUNT WASHINGTON
Municipal Government·MOUNT WASHINGTON
CITY OF NORTHFIELD
Municipal Government·LOUISVILLE
CITY OF RIVERWOOD
Municipal Government·LOUISVILLE
CITY OF ROLLING FIELDS
Municipal Government·LOUISVILLE
CITY OF SHEPHERDSVILLE
Municipal Government·SHEPHERDSVILLE
CITY OF SHIVELY
Municipal Government·LOUISVILLE
CITY OF STRATHMOOR VILLAGE
Municipal Government·LOUISVILLE
CITY OF WINDY HILLS
Municipal Government·LOUISVILLE
COUNTY OF BULLITT
Municipal Government·SHEPHERDSVILLE
ANCHORAGE MIDDLETOWN FIRE AND EMS
Special District·LOUISVILLE
BULLITT COUNTY SOIL CONSERVATION TAXING DISTRICT
Special District·MT WASHINGTON
FERN CREEK FIRE PROTECTION DISTRICT
Special District·LOUISVILLE
MOUNT WASHINGTON FIRE PROTECTION DISTRICT
Special District·MT WASHINGTON
MT. WASHINGTON FIRE PROTECTION DISTRICT
Special District·MOUNT WASHINGTON
NICHOLS FIRE PROTECTION DISTRICT
Special District·SHEPHERDSILLE
SOUTHEAST BULLITT FIRE PROTECTION DISTRICT
Special District·SHEPHERDSVILLE
SOUTHEAST BULLITT & RESCUE DEPARTMENT
Special District·SHEPHERDSVILLE
ST MATTHEWS FIRE PROTECTION DISTRICT
Special District·LOUISVILLE
THE ACADEMY AT SHAWEE
School District·LOUISVILLE
100 BLACK MEN OF LOUISVILLE INC
Nonprofit Organization·Louisville
11TH STREET LOVE GROUP
Nonprofit Organization·Louisville
12TH STREET COMMUNITY DEVELOPMENT CORPORATION
Nonprofit Organization·Louisville
1300 S 3rd Street Block Association Inc
Nonprofit Organization·Louisville
1400 BLOCK SOUTH THIRD ST
Nonprofit Organization·LOUISVILLE
153 BRILLIANT STAR CHAPTER
Nonprofit Organization·Louisville
15THOUSAND FARMERS INC
Nonprofit Organization·Louisville
1619 FLUX ART ACTIVISM INC
Nonprofit Organization·LOUISVILLE
1893 EDUCATIONAL FOUNDATION CORPORATION
Nonprofit Organization·Louisville
1 BLUE GRASS CHAPTER
Nonprofit Organization·LOUISVILLE
1 VOICE PRAYER MOVEMENT INC
Nonprofit Organization·LOUISVILLE
21ST CENTURY PARKS ENDOWMENT INC
Nonprofit Organization·LOUISVILLE
21ST CENTURY PARKS INC
Nonprofit Organization·LOUISVILLE
29TH AND 9TH FOUNDATION INC
Nonprofit Organization·Louisville
2ND REGIMENT KENTUCKY INFANTRY ORPHAN BRIGADE INC
Nonprofit Organization·Louisville
2NOT1 FATHERHOOD & FAMILIES
Nonprofit Organization·Louisville
2 NOT 1 FATHERHOOD & FAMILIES INC
Nonprofit Organization·LOUISVILLE
3170205 BUECHEL LL
Nonprofit Organization·Louisville
41ST STREET FAMILY CARE CENTER
Nonprofit Organization·Louisville
4-320 FOUNDATION UA DTD 01052024
Nonprofit Organization·LOUISVILLE
476 LOUISVILLE CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·LOUISVILLE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Shepherdsville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Louisville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Shepherdsville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Louisville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Louisville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Shepherdsville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Shepherdsville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Shepherdsville
502CARES
Nonprofit Organization·LOUISVILLE
502 DRAGON BOAT COMMUNITY INC
Nonprofit Organization·Louisville
502 EAGLES YOUTH FOOTBALL LEAGUE
Nonprofit Organization·Louisville
502 Film Collective Inc
Nonprofit Organization·Louisville
502GRIP INC
Nonprofit Organization·Louisville
502 RECOVERY SOLDIERS IN
Nonprofit Organization·Louisville
591 LAMOPH UNIT
Nonprofit Organization·Louisville
660 LOUISVILLE
Nonprofit Organization·Louisville
724 INCORPORATED
Nonprofit Organization·Louisville
828 FOUNDATION
Nonprofit Organization·LOUISVILLE
8664 INC
Nonprofit Organization·LOUISVILLE
925 SPORTS CORPORATION
Nonprofit Organization·LOUISVILLE
AABG
Nonprofit Organization·Louisville
AARON & HUR MISSIONARIES
Nonprofit Organization·LOUISVILLE
Abbas Delight Inc
Nonprofit Organization·Louisville
A Better Life Inc
Nonprofit Organization·Louisville
ABIGAIL ACADEMY FOUNDATION INC
Nonprofit Organization·LOUISVILLE
ABORTION STOPS A BEATING HEART FOUNDATION INC
Nonprofit Organization·LOUISVILLE
A BRIGHTER TOMORROW INCORPORATED
Nonprofit Organization·Louisville
ACADAMY OF SACRED KNOWLEDGE INC
Nonprofit Organization·LOUISVILLE
ACADEMY FOR INDIVIDUAL EXCELLENCE SCHOLARSHIP FOUNDATION INC
Nonprofit Organization·LOUISVILLE