Familywealth

RIASEC Registered

Total AUM

$395M

Discretionary

$128M

32% of AUM

Avg account

$574K

Accounts

687

Employees

Advisory reps

Firm details

Headquarters: Lake Mary, Florida
CRD number: 289193
Registered since: August 28, 2017
Website: familywealth.us
Custodians: THE VANGUARD GROUP, INC., FIDELITY DISTRIBUTORS COMPANY LLC, AUSTIN CAPITAL TRUST COMPANY, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans62.59%
HNWI22.27%
Individuals15.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Familywealth is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (registration year 2017) and serves both individual and family clients as well as institutional clients. Its fee arrangements combine percentage-of-AUM billing with fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals/small businesses and for institutions, pension consulting, and client education through seminars and workshops. The firm does not identify as an active ESG investor.