FAMILYWEALTH ASSET MANAGEMENT
SEC Form ADV profile.
Total regulatory AUM
$177,037,715
Discretionary
$147,730,263
Non-discretionary
$29,307,452
Firm details
- CRD number
- 147869
- SEC file number
- 801-69660
- Main office
- LAKE MARY, FL, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.familywealth.us
- Fee structure
-
Percentage of AUM Subscription Other
As of November 2026.