FAMILYWEALTH ADVISERS LLC
Doing business as FAMILYWEALTH. SEC Form ADV profile.
Total regulatory AUM
$394,645,121
Discretionary
$127,869,516
Non-discretionary
$266,775,605
Firm details
- CRD number
- 289193
- SEC file number
- 801-111050
- Main office
- LAKE MARY, FL, United States
- Employees
- 13
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.