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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Familywealth Advisers LLC
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|---|---|
| CRD # | 289193 |
| SEC # | 801-111050 |
| CIK # | |
| AUM | $346.3 M (2025-04-01) |
| Employees | 13 (100% Investors, 0% Brokers) |
| Phone | 866-746-3743 |
| Address | 255 Primera Blvd Lake Mary, FL 32746 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 329 | 69.2 |
| (b) Individuals (high net worth individuals) | 13 | 57.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 219.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 619 | 346.3 |
| By Discretionary | ||
| Discretionary | 480 | 117.7 |
| Non-Discretionary | 139 | 228.7 |
| Total | 619 | 346.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 346.3 | |
| Total | 619 | 346.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pecaut & Co
✚
|
IA | 0.4 |
|
Bright Road Wealth Management LLC
✚
|
AK | 0.3 |
|
Patron Partners LLC
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|
TX | 0.3 |
|
Kinetic Investment Management Inc
✚
|
CA | 0.3 |
|
Shearwater Capital LLC
✚
|
CO | 0.3 |
|
Arbor Capital Management Inc
✚
|
AK | 0.3 |
|
Copper Financial Network LLC
✚
|
KS | 0.3 |
|
Fortune Wealth Management LLC
✚
|
TX | 0.3 |
|
Realta Investment Advisors Inc
✚
|
DE | 0.3 |
|
O'Donnell Financial Services LLC
✚
|
CA | 0.3 |