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FAMILYWEALTH ASSET MANAGEMENT
CRD 147869File 801-69660
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$177.0M
Bottom 25% of cohort (national)
Discretionary AUM
$147.7M
Non-discretionary $29.3M
Clients
421
753 accounts
Employees
4
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 2, 2009
- Principal office
- 255 PRIMERA BLVD, SUITE 160, LAKE MARY, FL, 32746
- Phone
- 866-746-3743
- Website
- HTTP://WWW.familywealth.us
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $177.0M
- Discretionary AUM
- $147.7M
- Non-discretionary AUM
- $29.3M
- Discretionary accounts
- 540
- Non-discretionary accounts
- 213
- Total accounts
- 753
- AUM per client
- $421K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $100 |
| High net worth individuals | 29 | $85.9M |
| Banking or thrift institutions | Fewer than 5 | $47.6M |
| Pension and profit sharing plans | 6 | $5.0M |
| Individuals (other than high net worth individuals) | 384 | $38.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — A PERCENTAGE OF ASSETS UNDER OUR CLIENT'S MANAGEMENT
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Clients | 424 | 421 | decreased by3 |
| Apr 1, 2026 | AUM | $180,860,558 | $177,037,715 | decreased by$3,822,843 |
| Apr 1, 2026 | Accounts | 741 | 753 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 4 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $268,401,574 | $180,860,558 | decreased by$87,541,016 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 733 | 741 | increased by8 |
| Apr 1, 2022 | Clients | 334 | 424 | increased by90 |
| Apr 1, 2022 | AUM | $134,960,061 | $268,401,574 | increased by$133,441,513 |
| Apr 1, 2022 | Accounts | 547 | 733 | increased by186 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FAMILYWEALTH ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FAMILYWEALTH ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.