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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Alvarez, John, David | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| Alvarez, John, David | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| Alvarez, John, David | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| Alvarez, John, David | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| Alvarez, John, David | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| Alvarez, John, David | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| Alvarez, John, David | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| Alvarez, John, David | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| Alvarez, John, David | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| Alvarez, John, David | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| Alvarez, John, David | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| Alvarez, John, David | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| Alvarez, John, David | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| Alvarez, John, David | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| GUINN, ROBERT, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUINN, ROBERT, LEE | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| Kessel, Joseph, Keith | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| Kessel, Joseph, Keith | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| Kessel, Joseph, Keith | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| Kessel, Joseph, Keith | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| Kessel, Joseph, Keith | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| Kessel, Joseph, Keith | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| Kessel, Joseph, Keith | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| Kessel, Joseph, Keith | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| MORA, CHRISTINE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORA, CHRISTINE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORA, CHRISTINE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORA, CHRISTINE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORA, CHRISTINE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORA, CHRISTINE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORA, CHRISTINE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORA, CHRISTINE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORA, CHRISTINE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORA, CHRISTINE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORA, CHRISTINE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORA, CHRISTINE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORA, CHRISTINE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORA, CHRISTINE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORA, CHRISTINE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORA, CHRISTINE, M | I | COUNSEL | NA | |
| MORA, CHRISTINE, M | I | DIRECTOR; SECRETARY; COUNSEL | NA | |
| MORA, CHRISTINE, M | I | COUNSEL | NA | |
| MORA, CHRISTINE, M | I | DIRECTOR; SECRETARY; COUNSEL | NA | |
| MORA, CHRISTINE, M | I | DIRECTOR; SECRETARY; COUNSEL | NA | |
| MORA, CHRISTINE, M | I | DIRECTOR; SECRETARY; COUNSEL | NA | |
| MORA, CHRISTINE, M | I | DIRECTOR; SECRETARY; COUNSEL | NA | |
| MORA, CHRISTINE, M | I | DIRECTOR; SECRETARY; COUNSEL | NA | |
| MORA, CHRISTINE, M | I | DIRECTOR; SECRETARY; COUNSEL | NA | |
| MORA, CHRISTINE, M | I | DIRECTOR; SECRETARY; COUNSEL | NA | |
| MORA, CHRISTINE, M | I | DIRECTOR; SECRETARY; COUNSEL | NA | |
| MORA, CHRISTINE, M | I | DIRECTOR; SECRETARY; COUNSEL | NA | |
| MORA, CHRISTINE, M | I | DIRECTOR; SECRETARY; COUNSEL | NA | |
| MORA, CHRISTINE, M | I | DIRECTOR; SECRETARY; COUNSEL | NA | |
| MORA, CHRISTINE, M | I | DIRECTOR; SECRETARY; COUNSEL | NA | |
| MORA, CHRISTINE, M | I | DIRECTOR; SECRETARY; COUNSEL | NA | |
| MORA, CHRISTINE, M | I | DIRECTOR; SECRETARY; COUNSEL | NA | |
| MORA, CHRISTINE, M | I | DIRECTOR; SECRETARY; COUNSEL | NA | |
| MORA, CHRISTINE, M | I | DIRECTOR; SECRETARY; COUNSEL | NA | |
| MORA, CHRISTINE, M | I | DIRECTOR; SECRETARY; COUNSEL | NA | |
| MORA, CHRISTINE, M | I | DIRECTOR; SECRETARY; COUNSEL | NA | |
| OAKLEY, WILBERT, ERNEST | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| PARK, DAVID, JOON CHOL | I | ELECTED MANAGER | NA | Control |
| AUSTIN CAPITAL CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
| AUSTIN CAPITAL CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
| AUSTIN CAPITAL CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
| AUSTIN CAPITAL CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LLLP | DE | OWNER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LLLP | DE | OWNER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LLLP | DE | OWNER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LLLP | DE | OWNER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LLLP | DE | OWNER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LLLP | DE | OWNER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LLLP | DE | OWNER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LLLP | DE | OWNER | E | Control |
| FAMILYWEALTH INC. | DE | CORPORATION-OWNER | E | Control |
| FAMILYWEALTH INC. | DE | CORPORATION-OWNER | E | Control |
| FAMILYWEALTH INC. | DE | CORPORATION-OWNER | E | Control |
| FAMILYWEALTH INC. | DE | CORPORATION-OWNER | E | Control |
| FAMILYWEALTH INC. | DE | CORPORATION-OWNER | E | Control |
| FAMILYWEALTH INC. | DE | CORPORATION-OWNER | E | Control |
| FAMILYWEALTH INC. | DE | CORPORATION-OWNER | E | Control |
| FAMILYWEALTH INC. | DE | CORPORATION-OWNER | E | Control |
| FAMILYWEALTH INC. | DE | CORPORATION-OWNER | E | Control |
| SJP CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
| SJP CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
| SJP CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
| SJP CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
| SJP CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
| SJP CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
| SJP CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
| SJP CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
| SJP CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
| SJP CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
| SJP CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
| SJP CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
| SJP CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
| SJP CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
| SJP CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
| SJP CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
| SJP CORPORATE HOLDINGS, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Martin, Alicia | I | AUSTIN CAPITAL VENTURE FUND, LLLP | F | Control |
| Martin, Alicia | I | AUSTIN CAPITAL VENTURE FUND, LLLP | F | Control |
| Martin, Alicia | I | AUSTIN CAPITAL VENTURE FUND, LLLP | F | Control |
| Martin, Alicia | I | AUSTIN CAPITAL VENTURE FUND, LLLP | F | Control |
| Martin, Alicia | I | AUSTIN CAPITAL VENTURE FUND, LLLP | F | Control |
| Martin, Alicia | I | AUSTIN CAPITAL VENTURE FUND, LLLP | F | Control |
| Martin, Alicia | I | AUSTIN CAPITAL VENTURE FUND, LLLP | F | Control |
| Martin, Alicia | I | FAMILYWEALTH INC. | F | Control |
| Martin, Alicia | I | FAMILYWEALTH INC. | F | Control |
| Martin, Alicia | I | FAMILYWEALTH INC. | F | Control |
| Martin, Alicia | I | FAMILYWEALTH INC. | F | Control |
| Martin, Alicia | I | FAMILYWEALTH INC. | F | Control |
| Martin, Alicia | I | FAMILYWEALTH INC. | F | Control |
| Martin, Alicia | I | FAMILYWEALTH INC. | F | Control |
| Martin, Alicia | I | FAMILYWEALTH INC. | F | Control |
| AUSTIN CAPITAL FUND II, LP, LLC | DE | AUSTIN CAPITAL CORPORATE HOLDINGS, LLC | E | |
| AUSTIN CAPITAL FUND II, LP, LLC | DE | AUSTIN CAPITAL CORPORATE HOLDINGS, LLC | E | |
| AUSTIN CAPITAL FUND II, LP, LLC | DE | AUSTIN CAPITAL CORPORATE HOLDINGS, LLC | E | |
| AUSTIN CAPITAL FUND II, LP, LLC | DE | AUSTIN CAPITAL CORPORATE HOLDINGS, LLC | E | |
| MAKPAL, LLC | DE | AUSTIN CAPITAL FUND II, LP, LLC | E | |
| MAKPAL, LLC | DE | AUSTIN CAPITAL FUND II, LP, LLC | E | |
| MAKPAL, LLC | DE | AUSTIN CAPITAL FUND II, LP, LLC | E | |
| MAKPAL, LLC | DE | AUSTIN CAPITAL FUND II, LP, LLC | E | |
| MAKPAL,LLC | DE | SJP CORPORATE HOLDINGS, LLC | E | Control |
| MAKPAL,LLC | DE | SJP CORPORATE HOLDINGS, LLC | E | Control |
| MAKPAL,LLC | DE | SJP CORPORATE HOLDINGS, LLC | E | Control |
| MAKPAL,LLC | DE | SJP CORPORATE HOLDINGS, LLC | E | Control |
| MAKPAL,LLC | DE | SJP CORPORATE HOLDINGS, LLC | E | Control |
| MAKPAL,LLC | DE | SJP CORPORATE HOLDINGS, LLC | E | Control |
| MAKPAL,LLC | DE | SJP CORPORATE HOLDINGS, LLC | E | Control |
| MAKPAL,LLC | DE | SJP CORPORATE HOLDINGS, LLC | E | Control |
| MAKPAL,LLC | DE | SJP CORPORATE HOLDINGS, LLC | E | Control |
| MAKPAL,LLC | DE | SJP CORPORATE HOLDINGS, LLC | E | Control |
| MAKPAL,LLC | DE | SJP CORPORATE HOLDINGS, LLC | E | Control |
| MAKPAL,LLC | DE | SJP CORPORATE HOLDINGS, LLC | E | Control |
| MAKPAL,LLC | DE | SJP CORPORATE HOLDINGS, LLC | E | Control |
| MAKPAL,LLC | DE | SJP CORPORATE HOLDINGS, LLC | E | Control |
| MAKPAL,LLC | DE | SJP CORPORATE HOLDINGS, LLC | E | Control |
| MAKPAL,LLC | DE | SJP CORPORATE HOLDINGS, LLC | E | Control |
| MAKPAL,LLC | DE | SJP CORPORATE HOLDINGS, LLC | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (40)
AL AR AZ CA CO CT FL GA IA IL IN KS LA MA MD MI MN MO MS MT NC NE NH NJ NM NV NY OH OR PA RI SC SD TN TX UT VA VT WA WI
Address
1601 ELM STREET,SUITE 4310
DALLAS, TX 75201
United States
Phone: 214-624-1185