FAMILYWEALTH

Lake Mary, United States · CRD 289193

SEC-registered investment adviser since 2017 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$394.6m
Main clients (by assets)Pension plans 63%, High net worth individuals 22%, Individuals 15%
Form ADV · 2026-03-31SEC adviser record

Kindinstitutions
Others nearbyLake Mary, FL, Dallas, TX, Pensacola, FL, Denver, CO, Orlando, FL, Frisco, TX

As an employer

Staff (Form ADV)13 · 12 in investment roles
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Lake Mary, FL (main office)United States	United States	about 4
Dallas, TXUnited States	United States	2
Pensacola, FLUnited States	United States	2
Denver, COUnited States	United States	1
Frisco, TXUnited States	United States	1
North Attleboro, MAUnited States	United States	1
Orlando, FLUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.