FAMILYWEALTH ASSET MANAGEMENT

CRD 147869File 801-69660

APPROVED

Retail clients

Disclosure events

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$177.0M

Bottom 25% of cohort (national)

Discretionary AUM

$147.7M

Non-discretionary $29.3M

Clients

421

753 accounts

Employees

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, 5G

Compensation

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
Aug 12, 2026	Registration	—	APPROVED

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.