FAMILY TREE WEALTH ADVISORS, LLC

Overview

Family Tree Wealth Advisors, LLC is a small, independent registered investment adviser organized as an LLC that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and operates primarily on a discretionary basis, indicating it handles day-to-day portfolio decisions for most clients. Their stated asset preference is equities, and they do not identify as an active ESG investor or a capital allocator to external private fund platforms. Investment activity centers on liquid public markets—exchange-traded equities comprise the bulk of firm-managed assets—supported by mutual funds and select insurance products (annuities). The scale and client mix suggest a boutique practice focused on personalized planning and direct market exposure rather than large-scale institutional or alternative fund allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices