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Blake Lee Hedrick

Family Wealth Partners, LLC

Matthews, NC

CRD 6569940

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Employer firm

Family Wealth Partners, LLC CRD 317764

$392M regulatory AUM 17 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Family Wealth Partners, Llc

2518 Plantation Center Drive, Matthews, NC 28105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
NC RA APPROVED 2022-01-24
  • TX RA
    APPROVED
    Since 2026-02-04
  • NC RA
    APPROVED
    Since 2022-01-24

Branch Locations

2518 Plantation Center Drive, Matthews, NC 28105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Charlotte NC 06/2015 10/2020
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 06/2015 10/2020
Lpl Financial, Llc Matthews NC 11/2020 01/2022
Independent Advisor Alliance Matthews NC 10/2020 01/2022
Family Wealth Partners, Llc Matthews NC 01/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-22
  • S66 Uniform Combined State Law Examination
    2016-03-22
Designations
  • Certified Financial Planner

View on SEC IAPD

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