Christine Mora is not listed as a control person, but directly owns under 5% of FamilyWealth Asset Management.
FamilyWealth Asset Management is an investment adviser based in Lake Mary, FL, registered with the SEC since 2009. It provides investment management. Its clients include high-net-worth individuals, banking or thrift institutions and individual clients. Its regulatory assets under management total $177 million, as filed on 31 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 2946156
- Firm
- FamilyWealth Asset Management · CRD 147869
- Role
- Director; Secretary; Counsel
- In role since
- March 2011 · 15 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Lake Mary, FL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Christine Mora work?
Christine Mora has been Director; Secretary; Counsel of Familywealth Asset Management since March 2011.
How can I verify Christine Mora’s record?
Christine Mora’s role is listed on Familywealth Asset Management’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 147869.