# Familywealth Asset Management

Familywealth Asset Management is a Registered Investment Adviser based in Lake Mary, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Lake Mary, United States
- **Region:** North America
- **Address:** Lake Mary, FL, United States
- **Assets under management:** $177.0M regulatory AUM (Form ADV, March 2026)
- **Website:** familywealth.us

## Regulatory record

- **CRD number:** 147869
- **SEC file number:** 801-69660
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31
- **Reports private funds:** No

## About

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.

---

Updated: 2026-10-14T19:21:12.885Z

Canonical page: https://altss.com/profile/familywealth-asset-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology