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Building 2FAMILYWEALTH

Map pinLAKE MARY, FL
Phone(866) 746-3743
NotebookSEC #801-111050
Total AUM
$394.6M
Employees
13
Clients
407

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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