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| Familywealth Advisers LLC
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|
|---|---|
| CRD # | 289193 |
| SEC # | 801-111050 |
| CIK # | |
| AUM | $263.3 MM (2023-03-31) |
| Employees | 12 (92% Investors, 17% Brokers) |
| Phone | 866-746-3743 |
| Address | 255 Primera Blvd Lake Mary, FL 32746 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 346 | 66.2 |
| (b) Individuals (high net worth individuals) | 26 | 88.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 31 | 192.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 698 | 346.8 |
| By Discretionary | ||
| Discretionary | 478 | 129.9 |
| Non-Discretionary | 220 | 217.0 |
| Total | 698 | 346.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 346.8 | |
| Total | 698 | 346.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Compass Financial Management LLC
✚
|
FL | 0.3 |
|
Mullaney Keating & Wright Inc
✚
|
CT | 0.3 |
|
Vezzetti Capital Management LLC
✚
|
IL | 0.3 |
|
Precision Wealth Strategies LLC
✚
|
MO | 0.3 |
|
The Eideard Group LLC
✚
|
NH | 0.3 |
|
Quad City Investment Advisors LLC
✚
|
IL | 0.3 |
|
Solano Wealth Management Inc
✚
|
CA | 0.3 |
|
Milestone Advisory Partners LLC
✚
|
NC | 0.3 |
|
Personal Financial Profiles Inc
✚
|
FL | 0.3 |
|
Yukon Wealth Management Inc
✚
|
KS | 0.3 |