GREENWOOD FAMILY ADVISORS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $327.1M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $327.1M |
| Client Accounts | 120 |
| Avg Account Size | $2.7M |
| Employees | 3 |
| Peak AUM | $327.1MFeb 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $327M | +10.5% | +11.8% | +23.7% | |
| Non-Disc. AUM | $327M | ||||
Key Metrics
| Total AUM | $327.1M |
| Discretionary | $0 |
| Employees | 3 |
| Client Accounts | 120 |
Contact & Location
Address
1395 BRICKELL AVE
MIAMI FL 33131
Phone
305 648-6405
Filing History
14 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$327M
100.0% of AUM
Disc. mix ▲ 0.0pp 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
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported