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FAMILYWEALTH ASSET MANAGEMENT
CRD 147869 · SEC 801-69660
255 PRIMERA BLVD, SUITE 160, LAKE MARY, FL, 32746, United States
Phone
866-746-3743
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$177.0M
Discretionary AUM
$147.7M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Subscription fees; A PERCENTAGE OF ASSETS UNDER OUR CLIENT'S MANAGEMENT
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsPORTFOLIO CONSTRUCTION STRATEGIES PROVIDED TO OTHER RIAS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 384 | $38.4M |
| High net worth individuals | 29 | $85.9M |
| Banking/thrift institutions | 1 | $47.6M |
| Pension/profit sharing plans | 6 | $5.0M |
| Corporations/business entities | 1 | $100 |
States served
VT, AL, AZ, AR, CA, CO, GA, IL, IN, IA, KS, LA, MD, MA, MN, MS, MT, NE, NV, NJ, NM, NC, OH, OR, PA, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD