Financial Gravity Family Office Services, LLC
Financial Gravity Family Office Services, LLC is an SEC-registered mass-market adviser in Lakeway, TX with $590.5M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Financial Gravity Family Office Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316024, SEC 801-122258, data through 2026-01-12.
- AUM (assets under management / regulatory AUM)
- $590.5M (2026-01-12)
- Firm type
- Mass-Market Adviser
- Location
- Lakeway, TX
- Employees
- 45
- Clients
- 1,716
- CRD
- 316024
- Ownership
- FINANCIAL GRAVITY COMPANIES, INC.; Winters, Kaili, Erin; Winters, Jennifer; Baucum, Ashley; POLLOCK, JOHN, DAVID
How much AUM does Financial Gravity Family Office Services, LLC have?
Financial Gravity Family Office Services, LLC reported $590.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-12).
Who owns Financial Gravity Family Office Services, LLC?
Disclosed owners and executives of Financial Gravity Family Office Services, LLC include FINANCIAL GRAVITY COMPANIES, INC., Winters, Kaili, Erin, Winters, Jennifer, Baucum, Ashley, POLLOCK, JOHN, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.