Isaac
Caldwell
Family Wealth Partners, LLC
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About this Advisor
Isaac Caldwell is a financial advisor who works in Matthews, North Carolina. Caldwell is an employee of Family Wealth Partners, LLC. Caldwell has gained experience at Smucker Fencing, LLC, High Point Camp, Vision Financial Group, Liberty University, Doordash, Family Wealth Partners, LLC, Canaan Christian Academy and High Point Baptist Academy. Caldwell holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in North Carolina. Family Wealth Partners, LLC is a company that has its headquarters in Matthews, NC. It has $159 million in assets under management among its 655 customer accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises two charitable organizations. Of its 655 customer accounts, 22% are held by high-net-worth clients who have more than $1 million in investable assets. The firm provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely are based on the services offered. However, fee types billed by Family Wealth Partners, LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Family Wealth Partners, LLC Brokerage Details
$159,388,568
7
655
$243,341
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Isaac Caldwell Work History
Isaac has been registered as a financial advisor for 0 years.*
Doordash
Family Wealth Partners, LLC
Vision Financial Group
Liberty University
High Point Camp
Smucker Fencing, LLC
High Point Baptist Academy
Canaan Christian Academy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Isaac Caldwell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Family Wealth Partners, LLC
Matthews, NC
Matthews, NC
Matthews, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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