FAMILYWEALTH ADVISERS LLC
Legal name: FAMILYWEALTH
CRD #289193 SEC #801-111050 LAKE MARY, FL (866) 746-3743
SEC Registered
Total AUM
$346.3M
Discretionary
$117.7M
Employees
13
Clients
51
Accounts
619
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $346.3M | $117.7M | $228.7M | 13 | 1 |
| Apr 2025 | $346.3M | $117.7M | $228.7M | 13 | 1 |
| Oct 2024 | $316.3M | $107.9M | $208.4M | 12 | 1 |
| Sep 2024 | $316.3M | $107.9M | $208.4M | 12 | 1 |
| Mar 2024 | $316.3M | $107.9M | $208.4M | 12 | 1 |
| Jan 2024 | $263.3M | $111.6M | $151.8M | 14 | 0 |
| Mar 2023 | $263.3M | $111.6M | $151.8M | 14 | 0 |
| Jan 2023 | $346.8M | $129.9M | $217M | 12 | 0 |
| Mar 2022 | $346.8M | $129.9M | $217M | 12 | 0 |
| Jan 2022 | $249M | $61.3M | $187.7M | 13 | 0 |
| Mar 2021 | $249M | $61.3M | $187.7M | 13 | 0 |
| Nov 2020 | $117.7M | $59M | $58.7M | 11 | 0 |
| Oct 2020 | $117.7M | $59M | $58.7M | 11 | 0 |
| Jun 2020 | $117.7M | $59M | $58.7M | 11 | 0 |
| Jun 2020 | $117.7M | $59M | $58.7M | 11 | 0 |
| Apr 2020 | $117.7M | $59M | $58.7M | 11 | 0 |
| Apr 2020 | $117.7M | $59M | $58.7M | 11 | 0 |
| Apr 2020 | $117.7M | $59M | $58.7M | 11 | 0 |
| Jul 2019 | $133.3M | $111.4M | $22M | 9 | 0 |
| May 2019 | $133.3M | $111.4M | $22M | 3 | 0 |
| Mar 2019 | $133.3M | $111.4M | $22M | 3 | 0 |
| Mar 2019 | $133.3M | $111.4M | $22M | 3 | 0 |
| Mar 2019 | $123.7M | $123.7M | $0 | 1 | 0 |
| Jan 2019 | $123.7M | $123.7M | $0 | 1 | 0 |
| Jan 2019 | $123.7M | $123.7M | $0 | 1 | 0 |
| Jan 2019 | $123.7M | $123.7M | $0 | 1 | 0 |
| Jan 2019 | $123.7M | $123.7M | $0 | 1 | 0 |
| Jan 2019 | $123.7M | $123.7M | $0 | 1 | 0 |
| Jan 2019 | $123.7M | $123.7M | $0 | 1 | 0 |
| Aug 2018 | $123.7M | $123.7M | $0 | 1 | 0 |
| Aug 2018 | $123.7M | $100.4M | $23.3M | 1 | 0 |
| Jun 2018 | $123.7M | $100.4M | $23.3M | 2 | 0 |
| Mar 2018 | $123.7M | $100.4M | $23.3M | 2 | 0 |
| Jan 2018 | $113.6M | $92.7M | $20.9M | 12 | 0 |
| Jan 2018 | $113.6M | $92.7M | $20.9M | 12 | 0 |
| Dec 2017 | $113.6M | $92.7M | $20.9M | 12 | 0 |
| Sep 2017 | $0 | $0 | $0 | 12 | 0 |
| Sep 2017 | $0 | $0 | $0 | 12 | 0 |
| Sep 2017 | $0 | $0 | $0 | 12 | 0 |
| Sep 2017 | $0 | $0 | $0 | 12 | 0 |
| Jul 2017 | $0 | $0 | $0 | 12 | 0 |
| Jul 2017 | $0 | $0 | $0 | 12 | 0 |
DateNov 2025
Total AUM$346.3M
Discretionary$117.7M
Non-Disc.$228.7M
Employees13
Clients1
DateApr 2025
Total AUM$346.3M
Discretionary$117.7M
Non-Disc.$228.7M
Employees13
Clients1
DateOct 2024
Total AUM$316.3M
Discretionary$107.9M
Non-Disc.$208.4M
Employees12
Clients1
DateSep 2024
Total AUM$316.3M
Discretionary$107.9M
Non-Disc.$208.4M
Employees12
Clients1
DateMar 2024
Total AUM$316.3M
Discretionary$107.9M
Non-Disc.$208.4M
Employees12
Clients1
DateJan 2024
Total AUM$263.3M
Discretionary$111.6M
Non-Disc.$151.8M
Employees14
Clients0
DateMar 2023
Total AUM$263.3M
Discretionary$111.6M
Non-Disc.$151.8M
Employees14
Clients0
DateJan 2023
Total AUM$346.8M
Discretionary$129.9M
Non-Disc.$217M
Employees12
Clients0
DateMar 2022
Total AUM$346.8M
Discretionary$129.9M
Non-Disc.$217M
Employees12
Clients0
DateJan 2022
Total AUM$249M
Discretionary$61.3M
Non-Disc.$187.7M
Employees13
Clients0
DateMar 2021
Total AUM$249M
Discretionary$61.3M
Non-Disc.$187.7M
Employees13
Clients0
DateNov 2020
Total AUM$117.7M
Discretionary$59M
Non-Disc.$58.7M
Employees11
Clients0
DateOct 2020
Total AUM$117.7M
Discretionary$59M
Non-Disc.$58.7M
Employees11
Clients0
DateJun 2020
Total AUM$117.7M
Discretionary$59M
Non-Disc.$58.7M
Employees11
Clients0
DateJun 2020
Total AUM$117.7M
Discretionary$59M
Non-Disc.$58.7M
Employees11
Clients0
DateApr 2020
Total AUM$117.7M
Discretionary$59M
Non-Disc.$58.7M
Employees11
Clients0
DateApr 2020
Total AUM$117.7M
Discretionary$59M
Non-Disc.$58.7M
Employees11
Clients0
DateApr 2020
Total AUM$117.7M
Discretionary$59M
Non-Disc.$58.7M
Employees11
Clients0
DateJul 2019
Total AUM$133.3M
Discretionary$111.4M
Non-Disc.$22M
Employees9
Clients0
DateMay 2019
Total AUM$133.3M
Discretionary$111.4M
Non-Disc.$22M
Employees3
Clients0
DateMar 2019
Total AUM$133.3M
Discretionary$111.4M
Non-Disc.$22M
Employees3
Clients0
DateMar 2019
Total AUM$133.3M
Discretionary$111.4M
Non-Disc.$22M
Employees3
Clients0
DateMar 2019
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees1
Clients0
DateJan 2019
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees1
Clients0
DateJan 2019
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees1
Clients0
DateJan 2019
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees1
Clients0
DateJan 2019
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees1
Clients0
DateJan 2019
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees1
Clients0
DateJan 2019
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees1
Clients0
DateAug 2018
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees1
Clients0
DateAug 2018
Total AUM$123.7M
Discretionary$100.4M
Non-Disc.$23.3M
Employees1
Clients0
DateJun 2018
Total AUM$123.7M
Discretionary$100.4M
Non-Disc.$23.3M
Employees2
Clients0
DateMar 2018
Total AUM$123.7M
Discretionary$100.4M
Non-Disc.$23.3M
Employees2
Clients0
DateJan 2018
Total AUM$113.6M
Discretionary$92.7M
Non-Disc.$20.9M
Employees12
Clients0
DateJan 2018
Total AUM$113.6M
Discretionary$92.7M
Non-Disc.$20.9M
Employees12
Clients0
DateDec 2017
Total AUM$113.6M
Discretionary$92.7M
Non-Disc.$20.9M
Employees12
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0