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Familywealth Advisers LLC
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CRD # | 289193 |
SEC # | 801-111050 |
CIK # | |
AUM | $316.3 MM (2024-03-28) |
Employees | 14 (100% Investors, 14% Brokers) |
Phone | 866-746-3743 |
Address | 255 Primera Blvd Lake Mary, FL 32746 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 322 | 53.6 |
(b) Individuals (high net worth individuals) | 20 | 67.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 30 | 142.3 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 3 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 606 | 263.3 |
By Discretionary | ||
Discretionary | 481 | 111.6 |
Non-Discretionary | 125 | 151.8 |
Total | 606 | 263.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 263.3 | |
Total | 606 | 263.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Blue Water Wealth Inc
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OR | 0.3 |
Kunath Karren Rinne & Atkin LLC
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|
WA | 0.3 |
H L Ormond & Company LLC
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|
NC | 0.3 |
Navigoe LLC
✚
|
CA | 0.3 |
Keyes Stange & Wooten Wealth Management LLC
✚
|
FL | 0.3 |
River Street Advisors LLC
✚
|
IL | 0.3 |
PhiloSmith Capital Corporation
✚
|
CT | 0.3 |
Snider Retirement Strategies Inc
✚
|
WA | 0.3 |
MPWM Advisory Solutions LLC
✚
|
GA | 0.3 |
Lifesteps Financial Inc
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|
CA | 0.3 |