FAMILYWEALTH ASSET MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $177.0M |
| Discretionary | $147.7M83% of AUM |
| Non-Discretionary | $29.3M |
| Client Accounts | 753 |
| Avg Account Size | $235K |
| Employees | 4 |
| Peak AUM | $330.5MMar 2013 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $177M | 2.1% | 3.7% | +5.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $177.0M |
| Discretionary | $147.7M |
| Employees | 4 |
| Client Accounts | 753 |
| Client Range | 0 |
Contact & Location
Address
255 PRIMERA BLVD
LAKE MARY FL 32746
Phone
866-746-3743
Filing History
49 ADV Part 1 submissions
Fee Structure
% of AUMSubscription
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingPublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$148M
83.4% of AUM
Non-Discretionary
$29M
16.6% of AUM
Disc. mix ▼ 3.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment AdviserPension Consultant