Greenwood Family Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated February 9, 2026, reports $327M in regulatory assets under management, 3 employees, and 120 accounts.
Assets Under Management
$327M
Employees
3
Offices
--
Total Clients
16
Primary office
MIAMI, FL
1395 BRICKELL AVE, SUITE 800, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.3% of total clients.
Top client categories% of clientsClients
1
HNWI
81.3%
13
2
Individuals
12.5%
2
3
Corporations
6.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$327Mas of February 9, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$327M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$327M
Total Accounts120
10Y AUM Change+$327M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee5:1
10Y Employee Change+2 (+200.0%)
* 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.