FAMILYWEALTH

FAMILYWEALTH ADVISERS LLC

CRD 289193 · SEC 801-111050

Visit website

255 PRIMERA BLVD, SUITE 160, LAKE MARY, FL, 32746, United States

Phone

(866) 746-3743

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$394.6M

Discretionary AUM

$127.9M

Team

13 total employees; 12 advisory reps; 1 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminarsADVICE TO USE MODELS OF RELATED INVESTMENT ADVISER

Client types

Type	Clients	AUM
Individuals	356	$59.8M
High net worth individuals	26	$87.9M
Pension/profit sharing plans	24	$247.0M
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, NM, NC, ND, 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