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Familywealth Asset Management

● SEC registered since 2009CRD 147869SEC# 801-69660Dallas, TX
Export (members)
Reg. AUM
$180.9M
Employees
4
Accounts
741
Location
Dallas, TX

Familywealth Asset Management assets under management

Familywealth Asset Management is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2009. It reports $180.9 million in regulatory assets under management and employs 4 people.
www.familywealth.usView on SEC.gov ↗

Familywealth Asset Management owners & executives

5 reported
NameTitleOwnershipSince
Christine M MoraDirector; Secretary; CounselUnder 5%2011
Familywealth Inc. ControlCorporation-OwnerOver 75%2021
Wilbert Ernest Oakley ControlChief Compliance OfficerUnder 5%2020
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Frequently asked questions

How much does Familywealth Asset Management manage?

Familywealth Asset Management reports $180.9 million in regulatory assets under management on its Form ADV.

How many employees does Familywealth Asset Management have?

Familywealth Asset Management reports 4 employees.

Where is Familywealth Asset Management located?

Familywealth Asset Management is based in Dallas, TX and has been SEC-registered since 2009.

Does Familywealth Asset Management disclose fund performance?

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

Contact & registration

Address1601 Elm Street,, Suite 4310, Dallas, TX 75201
Phone866-746-3743
Office hours8:00-5:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$156.7M
Non-discretionary$24.2M
Total (RAUM)$180.9M