Familywealth
Familywealth is an SEC-registered mass-market adviser in Lake Mary, FL with $394.6M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Familywealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289193, SEC 801-111050, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $394.6M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Lake Mary, FL
- Employees
- 13
- Clients
- 407
- CRD
- 289193
- Ownership
- AUSTIN CAPITAL VENTURE FUND, LLLP; JOLLIFFE, PATRICK, STEPHENSON; Alvarez, John, David; Kessel, Joseph, Keith; OAKLEY, WILBERT, ERNEST
How much AUM does Familywealth have?
Familywealth reported $394.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Familywealth?
Disclosed owners and executives of Familywealth include AUSTIN CAPITAL VENTURE FUND, LLLP, JOLLIFFE, PATRICK, STEPHENSON, Alvarez, John, David, Kessel, Joseph, Keith, OAKLEY, WILBERT, ERNEST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.