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FAMILY TREE WEALTH ADVISORS, LLC
CRD 157777 · SEC 801-72567
2598 N MT JULIET RD, SUITE 100, MT JULIET, TN, 37122, United States
Phone
615-553-2704
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.4M
Discretionary AUM
$12.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $12.4M |
Official SEC filing: View on IAPD