Family Wealth Management, LLC

Overview

Family Wealth Management, LLC is organized as a limited liability company and is classified in FINTRX as an institutional registered investment adviser owned by an individual. The firm charges clients via a combination of percentage-of-AUM fees and non‑AUM fees (hourly and fixed-fee arrangements). FINTRX flags the adviser as not being an active ESG investor, not operating across multiple states, and not acting as a pension consultant or related adviser. The firm did not provide detailed descriptions of its business lines or client segments in the source record.

Assets & Accounts

Investments & Alternatives

Location & Offices