PRIVATE FAMILY WEALTH ADVISORS
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 325119
- Registered since
- May 15, 2023
- Website
- pfwadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.24%
- Individuals6.12%
- Charitable Organizations0.84%
- Corporations / Businesses0.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Private Family Wealth Advisors is an independently owned limited liability advisory firm that registered with the SEC in 2023. The firm serves individuals and families, operating under an owner-controlled structure rather than as part of a larger network or capital allocator. Its business model blends comprehensive financial planning with portfolio management for individuals and small businesses and includes pension consulting services. Fees are charged as a percentage of assets under management and, in some cases, fixed fees. The firm does not characterize itself as an active ESG investor and appears to operate on a single-state basis.
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 Equities51%
- Public Funds/Mutual Funds46%
- Cash & Cash Equivalents3%
Contacts
2 of 2SCOTT MACKENZIE
Managing MemberCRD 2265519
Thomas Healy
Senior Investment AnalystCRD 7883590
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$156M in ETFs
84%
$131M
6%
$24.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $27.3M | 64,006 | 17.49% |
Location
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3350 Riverwood Pkwy SE
- Time zone
- ET (UTC-5)
- Office locations
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