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FAMILY WEALTH ADVISORS
CRD 117475
670 WEST SHEPARD LANE, SUITE 101, FARMINGTON, UT, 84025, United States
Phone
801-447-4656
Fax
801-447-4655
Registration
— (—)
Source
State registered
Total AUM
$45.2M
Discretionary AUM
$45.2M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Other (specify)
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $23.0M |
| High net worth individuals | 14 | $10.0M |
| Pension/profit sharing plans | 2 | $12.2M |
Official SEC filing: View on IAPD