Frg Family Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated March 21, 2026, reports $834M in regulatory assets under management, 4 employees, and 684 accounts.
Assets Under Management
$834M
Employees
4
Offices
--
Total Clients
283
Primary office
BELLEVUE, WA
10900 NE 8TH STREET, SUITE 1600, BELLEVUE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.7% of total clients.
Top client categories% of clientsClients
1
Individuals
53.7%
152
2
HNWI
39.9%
113
3
Charitable
3.9%
11
4
Corporations
2.5%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$834Mas of March 21, 2026
Discretionary43.7%
$364M
44% of total RAUM43.7%
Non-discretionary56.3%
$469M
56% of total RAUM56.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$834M
Total Accounts684
10Y AUM Change+$424M (+103.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee71:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.