FamilyWealth Advisers provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars. Financial planning was provided to 51–100 clients last fiscal year.
FamilyWealth Advisers reports 407 clients. They include 356 individual clients, 26 high-net-worth individuals, and 24 pension and profit-sharing plans. Of its assets, 32.4% ($128M across 526 accounts) are managed with discretion; $267M across 161 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 15% |
| High-net-worth individuals | 6% | 22% |
| Pension and profit-sharing plans | 6% | 63% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 356 | $59.8M | 15.1% | $168K |
| High-net-worth individuals | 26 | $87.9M | 22.3% | $3.38M |
| Pension and profit-sharing plans | 24 | $247M | 62.6% | $10.3M |
| Corporations and other businesses | Fewer than 5 | $100 | 0.0% | $100 |
| Total | 407 | $395M | 100% | — |
- Clients
- 356
- Regulatory AUM
- $59.8M
- AUM share
- 15.1%
- Avg. per client
- $168K
- Clients
- 26
- Regulatory AUM
- $87.9M
- AUM share
- 22.3%
- Avg. per client
- $3.38M
- Clients
- 24
- Regulatory AUM
- $247M
- AUM share
- 62.6%
- Avg. per client
- $10.3M
- Clients
- Fewer than 5
- Regulatory AUM
- $100
- AUM share
- 0.0%
- Avg. per client
- $100
Total
- Clients
- 407
- Regulatory AUM
- $395M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
FamilyWealth Advisers is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Familywealth Inc. owns 75% or more of FamilyWealth Advisers. It has 13 employees, 12 of them in advisory roles.
Staff
- 13 employees
- 12 in advisory functions
- 13 state-registered reps
- 11 insurance agents
- 24 soliciting firms
- Owns 75% or more of Familywealth Advisers LLC
Familywealth Inc.
Control person · since January 2021
Alicia Martin
General partner · Control person · since January 2021
FamilyWealth Advisers’ regulatory assets grew 1.6× from $249M (March 2021) to $395M (March 2026); clients rose from 318 to 407 and employees were 13 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $395M | 407 | 13 | 8 |
| Apr 2025April 2025 | $346M | 367 | 13 | 9 |
| Mar 2024March 2024 | $316M | 354 | 12 | 9 |
| Mar 2023March 2023 | $263M | 375 | 14 | 10 |
| Mar 2022March 2022 | $347M | 407 | 12 | 3 |
| Mar 2021March 2021 | $249M | 318 | 13 | 3 |
Besides its headquarters, FamilyWealth Advisers has 7 offices (1 private residence, listed without an address), with 7 listed addresses across 4 states.
Florida · 3 listed addresses
- 255 Primera BLVD, Suite 160, Lake MaryHQ
- 4309 Spanish Trail, Pensacola
- 4700 Millenia BLVD, Orlando
Texas · 2 listed addresses
- 1601 Elm Street, Suite 4310, Dallas
- 9355 John W Elliott DR., Frisco
Colorado · 1 listed address
- 4600 S Syracuse, Denver
Massachusetts · 1 listed address
- 521 Mount Hope Street, North Attleboro
Other business names
FamilyWealth Advisers has reported 1 other business name to the SEC.
- Familywealth Asset Management (Fwam)
Contact and registration details
- Legal name
- Familywealth Advisers LLC
- Headquarters
- 255 Primera BLVD, Suite 160, Lake Mary, FL 32746
- Website
- Not reported
- Phone
- 866-746-3743
- @familywealth
- SEC file
- 801-111050
- Structure
- Nevada LLC
- Fiscal year end
- December
FamilyWealth Advisers’ named custodians for separately managed accounts include The Vanguard Group ($187M, 50%), Fidelity ($78M, 21%) and Austin Capital Trust ($69M, 18%). FamilyWealth Advisers does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $42.2M11%
- FidelityFidelity Distributors Company LLC · Smithfield, RI · $78M21%
- Austin Capital TrustAustin Capital Trust Company · Henderson, NV · $69M18%
- The Vanguard GroupThe Vanguard Group · Malvern, PA · $187M50%
At year end, FamilyWealth Advisers’ separately managed accounts were mostly in funds (83%).
What the accounts hold
- Stocks6%
- Funds83%
- Registered funds82%
- Pooled vehicles1%
- Bonds4%
- Investment grade corporate bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash7%
How many clients does FamilyWealth Advisers have?
FamilyWealth Advisers has 407 clients and manages $395 million for them, as of March 2026. They include 356 individual clients, 26 high-net-worth individuals, and 24 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does FamilyWealth Advisers offer?
FamilyWealth Advisers provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does FamilyWealth Advisers use?
FamilyWealth Advisers’ separately managed account assets are held at The Vanguard Group (Malvern, PA), with $187M, Fidelity Distributors Company LLC (Smithfield, RI), with $78M, Austin Capital Trust Company (Henderson, NV), with $69M and Charles Schwab & Co., Inc. (San Francisco, CA), with $42.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does FamilyWealth Advisers have?
FamilyWealth Advisers has 13 investment adviser representatives registered with state securities authorities, out of 13 employees, and 12 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 11 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does FamilyWealth Advisers invest in?
At the end of its last fiscal year, FamilyWealth Advisers’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 6% exchange-traded equities, 2% investment grade corporate bonds, 1% U.S. government and agency bonds, 1% state and local bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns FamilyWealth Advisers?
FamilyWealth Advisers’ direct owner is Familywealth Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does FamilyWealth Advisers get paid?
FamilyWealth Advisers is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact FamilyWealth Advisers?
FamilyWealth Advisers’ main office is at 255 Primera BLVD, Suite 160, Lake Mary, FL 32746. Its phone number is 866-746-3743.