Brian Matthew Baum

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → 03/2024
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2008 → 03/2017
  Impact Media Systems, Inc
  Charlotte, NC
• 03/2024 → Present
  Family Wealth Partners, Llc
  Matthews, NC

Previous Registrations

• 2019-02-06 → 2024-03-08
  Vanguard Advisers, Inc.
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-24
• S63 Uniform Securities Agent State Law Examination
  2017-05-08

Designations

• Certified Financial Planner

Other Names

• Brian Matthew Baum
• Brian Baum