FAMILYWEALTH

Legal name: FAMILYWEALTH ADVISERS LLC

CRD 289193File 801-111050

APPROVED

Retail clients

Disclosure events

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$394.6M

Below cohort median (national)

Discretionary AUM

$127.9M

Non-discretionary $266.8M

Clients

407

687 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Aug 28, 2017
Principal office: 255 PRIMERA BLVD, SUITE 160, LAKE MARY, FL, 32746
Phone: (866) 746-3743
Website: https://www.facebook.com/FamilyWealthUSA

Assets & accounts

ADV Item 5F

Total regulatory AUM: $394.6M
Discretionary AUM: $127.9M
Non-discretionary AUM: $266.8M
Discretionary accounts: 526
Non-discretionary accounts: 161
Total accounts: 687
AUM per client: $970K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$100
High net worth individuals	26	$87.9M
Pension and profit sharing plans	24	$247.0M
Individuals (other than high net worth individuals)	356	$59.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Portfolio management for other
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.