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 LLC is an independent registered investment adviser that began SEC registration in 2023 and is owned by an individual principal. The firm focuses on serving individual and family clients and charges either a percentage of assets under management or fixed fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2
Scott 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
$171M in ETFs
86%
$146M
6%
$24.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $31.5M | 253,707 | 18.47% |
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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