FAMILYWEALTH ASSET MANAGEMENT

RIASEC RegisteredEst. 2009

Total AUM

$177M

Discretionary

$148M

83% of AUM

Avg account

$235K

Accounts

753

Employees

Advisory reps

Firm details

Headquarters: LAKE MARY, Florida
CRD number: 147869
Registered since: January 2, 2009
Website: familywealth.us
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, AUSTIN CAPITAL TRUST COMPANY, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Subscription Fees, Other
Client types: HNWI48.52%
Banking / Thrift Institutions26.91%
Individuals21.72%
Pension & Profit Sharing Plans2.85%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Familywealth Asset Management is a SEC-registered investment adviser operating as a limited liability company since 2009. The firm combines discretionary portfolio management with selection of outside managers and publishes client-facing research, positioning itself as a capital allocator for both individuals/families and institutional clients. Its fee model includes percentage-of-AUM billing alongside subscription and other fee arrangements. Familywealth favors using pooled public funds and third-party managers for core exposure while supplementing portfolios with alternative strategies — real estate, managed futures, commodities and oil & gas — to broaden return drivers and diversification. The firm does not identify as an active ESG investor.