Familywealth Asset Management
Familywealth Asset Management is an SEC-registered mass-market adviser in Dallas, TX with $177.0M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Familywealth Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147869, SEC 801-69660, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $177.0M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Dallas, TX
- Employees
- 4
- Clients
- 421
- CRD
- 147869
- Ownership
- PARK, DAVID, JOON CHOL; GUINN, ROBERT; SJP CORPORATE HOLDINGS, LLC; AUSTIN CAPITAL, LLC; MAKPAL,LLC
How much AUM does Familywealth Asset Management have?
Familywealth Asset Management reported $177.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Familywealth Asset Management?
Disclosed owners and executives of Familywealth Asset Management include PARK, DAVID, JOON CHOL, GUINN, ROBERT, SJP CORPORATE HOLDINGS, LLC, AUSTIN CAPITAL, LLC, MAKPAL,LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.