Overview
Assets Under Management: $177 million
Headquarters: LAKE MARY, FL
High-Net-Worth Clients: 29
Average Client Assets: $3.0 million
Frequently Asked Questions
FAMILYWEALTH ASSET MANAGEMENT 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 #147869), FAMILYWEALTH ASSET MANAGEMENT is subject to fiduciary duty under federal law.
FAMILYWEALTH ASSET MANAGEMENT is headquartered in LAKE MARY, FL.
FAMILYWEALTH ASSET MANAGEMENT serves 29 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, FAMILYWEALTH ASSET MANAGEMENT offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
FAMILYWEALTH ASSET MANAGEMENT manages $177 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, FAMILYWEALTH ASSET MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.52%
Average Client Assets: $3.0 million
Total Client Accounts: 753
Discretionary Accounts: 540
Non-Discretionary Accounts: 213
Regulatory Filings
CRD Number: 147869
Filing ID: 2086680
Last Filing Date: 2026-03-31 09:22:01