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FAMILYWEALTH ASSET MANAGEMENT
LAKE MARY, FL
866-746-3743
SEC #801-69660Total AUM
$177M
Employees
4Clients
421Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
255 PRIMERA BLVD
SUITE 160
LAKE MARY
FL 32746
United States
SUITE 160
LAKE MARY
FL 32746
United States
Operating Hours
8:00-5:00
Monday - Friday
Monday - Friday
Phone
866-746-3743
Other Offices
3
Financials
Total AUM
$177M
Accounts
753Discretionary
$147.7M
Accounts
540Non-Discretionary
$29.3M
Accounts
213
Clients
Individual Clients
384AUM
$38.4M
HNW Individual Clients
29AUM
$85.9M
Banking Clients
1AUM
$47.6M
Pension/Profit Sharing Plan Clients
6AUM
$5M
Corporation or Business Clients
1AUM
$100
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
PORTFOLIO CONSTRUCTION STRATEGIES PROVIDED TO OTHER RIAS
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
A PERCENTAGE OF ASSETS UNDER OUR CLIENT'S MANAGEMENT
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALARAZCACOCTFLGAIAILINKSLAMAMDMNMOMSMTNCNENJNMNVOHORPARISCSDTNTXUTVAVTWAWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.