FAMILYWEALTH ASSET MANAGEMENT
CRD #147869 SEC #801-69660 DALLAS, TX 214-624-1185
SEC Registered
Total AUM
$180.9M
Discretionary
$156.7M
Employees
4
Clients
0
Accounts
741
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $180.9M | $156.7M | $24.2M | 4 | 0 |
| Oct 2024 | $175.1M | $152M | $23M | 4 | 0 |
| Sep 2024 | $175.1M | $152M | $23M | 4 | 0 |
| Sep 2024 | $175.1M | $152M | $23M | 4 | 0 |
| Apr 2024 | $175.1M | $152M | $23M | 4 | 0 |
| Mar 2023 | $198.3M | $172.5M | $25.8M | 5 | 0 |
| Mar 2022 | $268.4M | $232.4M | $36M | 6 | 0 |
| Mar 2022 | $268.4M | $232.4M | $36M | 6 | 0 |
| Mar 2021 | $135M | $113.4M | $21.6M | 6 | 86 |
| Dec 2020 | $110.8M | $95.8M | $15M | 5 | 86 |
| Aug 2020 | $110.8M | $95.8M | $15M | 5 | 86 |
| Jun 2020 | $110.8M | $95.8M | $15M | 5 | 86 |
| Jun 2020 | $110.8M | $95.8M | $15M | 5 | 86 |
| Apr 2020 | $110.8M | $95.8M | $15M | 5 | 86 |
| Apr 2020 | $110.8M | $95.8M | $15M | 5 | 86 |
| Apr 2020 | $110.8M | $95.8M | $15M | 5 | 86 |
| Oct 2019 | $248M | $115.2M | $132.8M | 3 | 86 |
| Jul 2019 | $248M | $115.2M | $132.8M | 3 | 86 |
| May 2019 | $248M | $115.2M | $132.8M | 3 | 86 |
| Mar 2019 | $248.2M | $130.7M | $117.5M | 3 | 25 |
| Jan 2018 | $245.5M | $33.5M | $212.1M | 6 | 200 |
| Sep 2017 | $245.5M | $33.5M | $212.1M | 6 | 200 |
| Mar 2017 | $245.5M | $33.5M | $212.1M | 6 | 200 |
| Mar 2016 | $143.7M | $31.6M | $112.1M | 6 | 26 |
| Mar 2015 | $139.9M | $40.4M | $99.6M | 6 | 26 |
| Mar 2014 | $185.4M | $185.4M | $0 | 6 | 26 |
| Mar 2014 | $330.5M | $330.5M | $0 | 4 | 26 |
| Mar 2014 | $330.5M | $330.5M | $0 | 4 | 26 |
| Jan 2014 | $330.5M | $330.5M | $0 | 3 | 26 |
| Dec 2013 | $330.5M | $330.5M | $0 | 3 | 26 |
| Mar 2013 | $330.5M | $330.5M | $0 | 3 | 26 |
| Apr 2011 | $326.1M | $326.1M | $0 | 5 | -- |
| Feb 2009 | $41M | $26M | $15M | 5 | -- |
DateMar 2025
Total AUM$180.9M
Discretionary$156.7M
Non-Disc.$24.2M
Employees4
Clients0
DateOct 2024
Total AUM$175.1M
Discretionary$152M
Non-Disc.$23M
Employees4
Clients0
DateSep 2024
Total AUM$175.1M
Discretionary$152M
Non-Disc.$23M
Employees4
Clients0
DateSep 2024
Total AUM$175.1M
Discretionary$152M
Non-Disc.$23M
Employees4
Clients0
DateApr 2024
Total AUM$175.1M
Discretionary$152M
Non-Disc.$23M
Employees4
Clients0
DateMar 2023
Total AUM$198.3M
Discretionary$172.5M
Non-Disc.$25.8M
Employees5
Clients0
DateMar 2022
Total AUM$268.4M
Discretionary$232.4M
Non-Disc.$36M
Employees6
Clients0
DateMar 2022
Total AUM$268.4M
Discretionary$232.4M
Non-Disc.$36M
Employees6
Clients0
DateMar 2021
Total AUM$135M
Discretionary$113.4M
Non-Disc.$21.6M
Employees6
Clients86
DateDec 2020
Total AUM$110.8M
Discretionary$95.8M
Non-Disc.$15M
Employees5
Clients86
DateAug 2020
Total AUM$110.8M
Discretionary$95.8M
Non-Disc.$15M
Employees5
Clients86
DateJun 2020
Total AUM$110.8M
Discretionary$95.8M
Non-Disc.$15M
Employees5
Clients86
DateJun 2020
Total AUM$110.8M
Discretionary$95.8M
Non-Disc.$15M
Employees5
Clients86
DateApr 2020
Total AUM$110.8M
Discretionary$95.8M
Non-Disc.$15M
Employees5
Clients86
DateApr 2020
Total AUM$110.8M
Discretionary$95.8M
Non-Disc.$15M
Employees5
Clients86
DateApr 2020
Total AUM$110.8M
Discretionary$95.8M
Non-Disc.$15M
Employees5
Clients86
DateOct 2019
Total AUM$248M
Discretionary$115.2M
Non-Disc.$132.8M
Employees3
Clients86
DateJul 2019
Total AUM$248M
Discretionary$115.2M
Non-Disc.$132.8M
Employees3
Clients86
DateMay 2019
Total AUM$248M
Discretionary$115.2M
Non-Disc.$132.8M
Employees3
Clients86
DateMar 2019
Total AUM$248.2M
Discretionary$130.7M
Non-Disc.$117.5M
Employees3
Clients25
DateJan 2018
Total AUM$245.5M
Discretionary$33.5M
Non-Disc.$212.1M
Employees6
Clients200
DateSep 2017
Total AUM$245.5M
Discretionary$33.5M
Non-Disc.$212.1M
Employees6
Clients200
DateMar 2017
Total AUM$245.5M
Discretionary$33.5M
Non-Disc.$212.1M
Employees6
Clients200
DateMar 2016
Total AUM$143.7M
Discretionary$31.6M
Non-Disc.$112.1M
Employees6
Clients26
DateMar 2015
Total AUM$139.9M
Discretionary$40.4M
Non-Disc.$99.6M
Employees6
Clients26
DateMar 2014
Total AUM$185.4M
Discretionary$185.4M
Non-Disc.$0
Employees6
Clients26
DateMar 2014
Total AUM$330.5M
Discretionary$330.5M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$330.5M
Discretionary$330.5M
Non-Disc.$0
Employees4
Clients26
DateJan 2014
Total AUM$330.5M
Discretionary$330.5M
Non-Disc.$0
Employees3
Clients26
DateDec 2013
Total AUM$330.5M
Discretionary$330.5M
Non-Disc.$0
Employees3
Clients26
DateMar 2013
Total AUM$330.5M
Discretionary$330.5M
Non-Disc.$0
Employees3
Clients26
DateApr 2011
Total AUM$326.1M
Discretionary$326.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$41M
Discretionary$26M
Non-Disc.$15M
Employees5
Clients--