Familywealth Advisers LLC

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Assets, Funds, Holdings

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Familywealth Advisers LLC
CRD #289193
SEC #801-111050
CIK #
AUM $316.3 MM (2024-03-28)
Employees 14 (100% Investors, 14% Brokers)
Phone866-746-3743
Address255 Primera Blvd
Lake Mary, FL 32746
Source [IAPD] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($MM)
3502802101407002009201420192025
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
OR 0.3
Kunath Karren Rinne & Atkin LLC
WA 0.3
H L Ormond & Company LLC
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
CA 0.3
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