Private Family Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated January 20, 2026, reports $393M in regulatory assets under management, 4 employees, and 371 accounts.
Assets Under Management
$393M
Employees
4
Offices
--
Total Clients
138
Primary office
ATLANTA, GA
3350 RIVERWOOD PKWY SE, SUITE 650, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.6% of total clients.
Top client categories% of clientsClients
1
HNWI
53.6%
74
2
Individuals
46.4%
64
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$393Mas of January 20, 2026
Discretionary99.8%
$392M
100% of total RAUM99.8%
Non-discretionary0.2%
$956K
0% of total RAUM0.2%
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$393M
Total Accounts371
10Y AUM Change+$393M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee35:1
10Y Employee Change+3 (+300.0%)
* 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.