Familywealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Mary, FL. Its latest Form ADV filing, dated March 31, 2026, reports $395M in regulatory assets under management, 13 employees, 7 offices, and 687 accounts.
Assets Under Management
$395M
Employees
13
Offices
7 offices
Total Clients
407
Primary office
LAKE MARY, FL
255 PRIMERA BLVD, SUITE 160, LAKE MARY, FL, United States
Top client segmentIndividuals represent 87.5% of total clients.
Top client categories% of clientsClients
1
Individuals
87.5%
356
2
HNWI
6.4%
26
3
Pension Plans
5.9%
24
4
Corporations
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$395Mas of March 31, 2026
Discretionary32.4%
$128M
32% of total RAUM32.4%
Non-discretionary67.6%
$267M
68% of total RAUM67.6%
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$395M
Total Accounts687
10Y AUM Change+$395M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee31:1
10Y Employee Change+1 (+8.3%)
* 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.