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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 5, 2025
- Branch Offices
- 8
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 |
| BEARD, GREGORY, ROBERTS | I | CCO | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CCO | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CCO | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CCO | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CCO | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CCO | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CCO | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CCO | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CCO | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CCO | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CCO | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CCO | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | PARTNER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CCO | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CCO | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | PARTNER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CCO | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CCO | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CCO | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CCO | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | PARTNER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | PARTNER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | PARTNER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER; PARTNER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER; PARTNER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER; PARTNER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER; PARTNER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER; PARTNER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER; PARTNER, | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER; PARTNER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER; PARTNER, | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER; PARTNER, | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER; PARTNER, | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | VICE PRESIDENT; BRANCH OFFICE MANAGER; PARTNER, | NA | Control |
| JOLLIFFE, PATRICK, STEPHENSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Kessel, Joseph, Keith | I | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | NA | Control |
| Kessel, Joseph, Keith | I | EXECUTIVE VICE PRESIDENT OF COMPLIANCE & GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER | NA | Control |
| Kessel, Joseph, Keith | I | EXECUTIVE VICE PRESIDENT OF COMPLIANCE & GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER | 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 |
| 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 | 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 | 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 | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | VICE PRESIDENT; BRANCH OFFICE MANAGER | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | MANAGING PARTNER AND CCO | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | MANAGING PARTNER AND CCO | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | MANAGING PARTNER AND CCO | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | MANAGING PARTNER AND CCO | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | MANAGING PARTNER AND CCO | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | MANAGING PARTNER AND CCO | NA | Control |
| OAKLEY, WILBERT, ERNEST | I | MANAGING PARTNER AND CCO | NA | Control |
| Ponicki, Charles, John | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Ponicki, Charles, John | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AUSTIN CAPITAL VENTURE FUND, LLLP | DE | MEMBER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LLLP | DE | MEMBER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LLLP | DE | MEMBER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LLLP | DE | MEMBER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LLLP | DE | MEMBER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LLLP | DE | MEMBER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LLLP | DE | MEMBER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | FE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | FE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | FE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | FE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | FE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | FE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | DE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | DE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | DE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | DE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | FE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | DE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | FE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | FE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | DE | MEMBER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | DE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | DE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | DE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | DE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | DE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | DE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | DE | MANAGER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | DE | MEMBER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | DE | MEMBER | E | Control |
| AUSTIN CAPITAL VENTURE FUND, LP | DE | MEMBER | E | Control |
| FAMILYWEALTH INC. | DE | CORPORATION | E | Control |
| FAMILYWEALTH INC. | DE | CORPORATION | E | Control |
| FAMILYWEALTH INC. | DE | CORPORATION | E | Control |
| FAMILYWEALTH INC. | DE | CORPORATION | E | Control |
| FAMILYWEALTH INC. | DE | CORPORATION | E | Control |
| FAMILYWEALTH INC. | DE | CORPORATION | E | Control |
| FAMILYWEALTH INC. | DE | CORPORATION | E | Control |
| FAMILYWEALTH INC. | DE | CORPORATION | E | Control |
| FAMILYWEALTH INC. | DE | CORPORATION | E | Control |
| FAMILYWEALTH INC. | DE | CORPORATION | E | Control |
| FAMILYWEALTH INC. | DE | CORPORATION | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Martin, Alicia | I | AUSTIN CAPITAL VENTURE FUND, LP | F | Control |
| Martin, Alicia | I | AUSTIN CAPITAL VENTURE FUND, LP | F | Control |
| Martin, Alicia | I | AUSTIN CAPITAL VENTURE FUND, LP | F | Control |
| Martin, Alicia | I | AUSTIN CAPITAL VENTURE FUND, LP | F | Control |
| Martin, Alicia | I | AUSTIN CAPITAL VENTURE FUND, LP | F | Control |
| Martin, Alicia | I | AUSTIN CAPITAL VENTURE FUND, LP | F | Control |
| Martin, Alicia | I | AUSTIN CAPITAL VENTURE FUND, LP | F | Control |
| Martin, Alicia | I | AUSTIN CAPITAL VENTURE FUND, LP | F | Control |
| Martin, Alicia | I | AUSTIN CAPITAL VENTURE FUND, LP | F | Control |
| Martin, Alicia | I | AUSTIN CAPITAL VENTURE FUND, LP | F | Control |
| Martin, Alicia | I | AUSTIN CAPITAL VENTURE FUND, LP | F | Control |
| Martin, Alicia | I | AUSTIN CAPITAL VENTURE FUND, LP | F | Control |
| Martin, Alicia | I | AUSTIN CAPITAL VENTURE FUND, LP | 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 | 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 |
| Martin, Alicia | I | FAMILYWEALTH INC. | F | Control |
| WU, TAO | I | AUSTIN CAPITAL VENTURE FUND, LP | F | Control |
| WU, TAO | I | AUSTIN CAPITAL VENTURE FUND, LP | F | Control |
| AUSTIN CAPITAL FAMILY OFFICE, LLC | DE | AUSTIN CAPITAL VENTURE FUND, LLLP | E |
Registrations
Federal
IA
Nov 5, 2025 REGISTERED
Notice Filings (43)
AL AR AZ CA CO CT FL GA IA ID IL IN KS KY LA MA MD MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OR PA RI SC SD TN TX UT VA VT WA WI
Address
255 PRIMERA BLVDSUITE 160
LAKE MARY, FL 32746
United States
Phone: (866) 746-3743