Family Tree Wealth Advisors, LLC
Firm details
- Headquarters
- Mt Juliet, Tennessee
- CRD number
- 157777
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Family Tree Wealth Advisors, LLC is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning and portfolio management services for individuals and small businesses. It is not positioned as a capital allocator or pension consultant, does not operate as a multi-state adviser, and does not market itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- US Government Bonds15%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds5%
Contacts
1 of 1Scott Davis
Managing PartnerCRD 4252596
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mt Juliet, TN
Wilson
Location
Mt Juliet, TN
Headquartered in Mt Juliet, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Wilson
- Address
- 2598 N Mount Juliet Rd
- Time zone
- CT (UTC-6)
- Office locations
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