FAMILY WEALTH MANAGEMENT LLC
CRD #109253 SEC #801-54719 NASHVILLE, TN 615-383-8600
SEC Registered
Total AUM
$14.4M
Discretionary
$14.4M
Employees
5
Clients
10
Accounts
18
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2007 | $16M | $16M | $0 | 5 | -- |
| Mar 2007 | $17.6M | $17.6M | $0 | 5 | -- |
| Mar 2007 | $14.4M | $14.4M | $0 | 5 | -- |
| Feb 2007 | $14.4M | $14.4M | $0 | 5 | -- |
| Nov 2006 | $14.4M | $14.4M | $0 | 5 | -- |
| Mar 2006 | $14.4M | $14.4M | $0 | 5 | -- |
| Feb 2006 | $11.9M | $11.9M | $0 | 5 | -- |
| Apr 2004 | $12.3M | $12.3M | $0 | 5 | -- |
| Mar 2002 | $5.4M | $5.4M | $0 | 5 | -- |
DateMay 2007
Total AUM$16M
Discretionary$16M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$17.6M
Discretionary$17.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$14.4M
Discretionary$14.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$14.4M
Discretionary$14.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$14.4M
Discretionary$14.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$14.4M
Discretionary$14.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$11.9M
Discretionary$11.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$12.3M
Discretionary$12.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$5.4M
Discretionary$5.4M
Non-Disc.$0
Employees5
Clients--