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Familywealth Advisers LLC

● SEC registered since 2017CRD 289193SEC# 801-111050Lake Mary, FL
Export (members)
Reg. AUM
$346.3M
Employees
13
Accounts
619
Location
Lake Mary, FL

Familywealth Advisers LLC assets under management

Familywealth Advisers LLC is an investment advisory firm registered with the SEC based in Lake Mary, FL. The firm has been registered since 2017. It reports $346.3 million in regulatory assets under management and employs 13 people.
www.facebook.com/familywealthusaView on SEC.gov ↗

Familywealth Advisers LLC owners & executives

3 reported
NameTitleOwnershipSince
Familywealth Inc. ControlCorporationOver 75%2021
Wilbert Ernest Oakley ControlManaging Partner And CcoUnder 5%2020
Alicia Martin ControlGeneral Partner—2021

Frequently asked questions

How much does Familywealth Advisers LLC manage?

Familywealth Advisers LLC reports $346.3 million in regulatory assets under management on its Form ADV.

How many employees does Familywealth Advisers LLC have?

Familywealth Advisers LLC reports 13 employees.

Where is Familywealth Advisers LLC located?

Familywealth Advisers LLC is based in Lake Mary, FL and has been SEC-registered since 2017.

Does Familywealth Advisers LLC disclose fund performance?

Familywealth Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address255 Primera Blvd, Suite 160, Lake Mary, FL 32746
Phone(866) 746-3743
Office hours8:30a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$117.7M
Non-discretionary$228.7M
Total (RAUM)$346.3M