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Private Wealth Daily
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The Lean 100 · 2026 edition
No.76
Family Wealth Partners logo

Family Wealth Partners

Matthews, NC · Firm website

87%AUM growth, 2024 to 2026
$392MAUM in the 2026 filing
25%client growth
12people at the firm

AUM by filing

$159M2023
$210M2024
$312M2025
$392M2026

Clients by filing

1822023
2132024
2442025
2662026

Key people

  • Tom DundorfFounding PartnerOwner · 5 years at the firm
  • Nathan FulksManaging PartnerOwner · 5 years at the firm
    in
  • Samuel DyeManaging PartnerOwner · 5 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth87%104%
  • Client growth25%43%
  • People127
  • AUM per person$32.7M$49.7M

Rank by measure

  • Official rankNo. 7687%
  • Client growthNo. 7425%
  • AUM added per personNo. 86$15.2M
  • AUM per personNo. 83$32.7M
← No. 75 Heisten Wrenn Private WealthNo. 77 Halter Ferguson Financial →
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Family Wealth Partners: No. 76 on The Lean 100 (2026) — Private Wealth Daily