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Familywealth Asset Management
Familywealth Asset Management is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 147869, SEC file 801-69660), with its...
Overview
Familywealth Asset Management is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 147869, SEC file 801-69660), with its main office in Lake Mary, Florida. Its Form ADV filed on 31 March 2026 reports $177.0M in regulatory assets under management across 753 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$177.0M regulatory AUM (Form ADV, March 2026)
Location
Region
North America
Country
United States
City
Lake Mary
Corporate office
Lake Mary, FL, United States
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