|
⚲
|
| Keyboard |
| Familywealth Asset Management
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|
|---|---|
| CRD # | 147869 |
| SEC # | 801-69660 |
| CIK # | |
| AUM | 177.0 M (2026-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 866-746-3743 |
| Address | 255 Primera Blvd Lake Mary, FL 32746 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 384 | 38.4 |
| (b) Individuals (high net worth individuals) | 29 | 85.9 |
| (c) Banking or thrift institutions | 1 | 47.6 |
| (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 | 6 | 5.0 |
| (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 | 753 | 177.0 |
| By Discretionary | ||
| Discretionary | 540 | 147.7 |
| Non-Discretionary | 213 | 29.3 |
| Total | 753 | 177.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.0 | |
| Total | 753 | 177.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Glass Lakes Capital Management LLC
✚
|
KS | 178.3 M |
|
Fiduciary Wealth Group LLC
✚
|
OH | 178.0 M |
|
SMB Financial Services Inc
✚
|
OR | 177.8 M |
|
Oak Financial Group Inc
✚
|
177.2 M | |
|
Peterson Rogers Private Wealth LLC
✚
|
UT | 177.1 M |
|
Livelsberger Lynn Louis
✚
|
OH | 176.4 M |
|
Kelsey Financial LLC
✚
|
CA | 176.2 M |
|
Intentional LLC
✚
|
SC | 175.8 M |
|
Downing Street Wealth Management LLC
✚
|
CO | 175.6 M |
|
Light Financial Services Inc
✚
|
ND | 175.5 M |