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| Keyboard |
| Familywealth Advisers LLC
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|---|---|
| CRD # | 289193 |
| SEC # | 801-111050 |
| CIK # | |
| AUM | 394.6 M (2026-03-31) |
| Employees | 13 (92% Investors, 0% Brokers) |
| Phone | 866-746-3743 |
| Address | 255 Primera Blvd Lake Mary, FL 32746 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 356 | 59.8 |
| (b) Individuals (high net worth individuals) | 26 | 87.9 |
| (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 | 247.0 |
| (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 | 687 | 394.6 |
| By Discretionary | ||
| Discretionary | 526 | 127.9 |
| Non-Discretionary | 161 | 266.8 |
| Total | 687 | 394.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 394.6 | |
| Total | 687 | 394.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Raleigh Capital Management Inc
✚
|
NC | 397.8 M |
|
Webb Advisors Incorporated
✚
|
MN | 397.2 M |
|
Beacon Financial Planning Inc
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|
MA | 397.1 M |
|
Howard Wealth Management LLC
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|
397.0 M | |
|
Fortune Wealth Management LLC
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|
TX | 396.3 M |
|
West Ridge Advisors LLC
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|
NV | 396.0 M |
|
ECIO Inc
✚
|
WI | 395.6 M |
|
MOR Wealth Management LLC
✚
|
PA | 395.6 M |
|
Clarion Wealth Management Partners LLC
✚
|
VA | 394.8 M |
|
Abich Financial Wealth Management LLC
✚
|
VA | 394.7 M |