Overview
Assets Under Management: $395 million
Headquarters: LAKE MARY, FL
High-Net-Worth Clients: 26
Average Client Assets: $3.4 million
Frequently Asked Questions
FAMILYWEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289193), FAMILYWEALTH is subject to fiduciary duty under federal law.
FAMILYWEALTH is headquartered in LAKE MARY, FL.
FAMILYWEALTH serves 26 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, FAMILYWEALTH offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
FAMILYWEALTH manages $395 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, FAMILYWEALTH serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.27%
Average Client Assets: $3.4 million
Total Client Accounts: 687
Discretionary Accounts: 526
Non-Discretionary Accounts: 161
Regulatory Filings
CRD Number: 289193
Filing ID: 2080250
Last Filing Date: 2026-03-31 08:57:39