FAMILYWEALTH

255 Primera Blvd
Suite 160
Lake Mary, Florida 32746
Tel: (866) 746-3743

About FAMILYWEALTH

FAMILYWEALTH, formally registered with the SEC as FAMILYWEALTH. The firm was established in 08/28/2017. They have over 10 offices throughout the country.

FAMILYWEALTH is a Lake Mary, Florida based Financial Planning firm with nearly $316,315,559 assets under management, offering retirement planning & investment advisory services to 584 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289193
SEC#	801-111050
Assets Managed by Firm	$316,315,559
No. of Clients	584
No. of Advisors	12

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (ADVICE TO USE MODELS OF RELATED INVESTMENT ADVISER)

Firm Client Information

	No. of Clients	AUM
Firm Total	584	$316,315,559
Individuals (other than high net worth individuals)	312	$65,272,521
High net worth individuals	13	$52,213,154
Pension and profit sharing plans	28	$198,789,881
Corporations or other businesses	1	$40,003

More Retirement Planning firms in Lake Mary, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

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