# FRG Family Wealth Advisors

FRG Family Wealth Advisors is a Single Family Office based in Bellevue, United States.

## Overview

- **Organization type:** Single Family Office
- **Headquarters:** Bellevue, United States
- **Region:** North America
- **Address:** Bellevue, WA, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** frgwealth.com
- **LinkedIn:** https://www.linkedin.com/company/missionwealth

## Regulatory record

- **CRD number:** 282542
- **SEC file number:** 801-107191
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-21T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282542

## About

FRG Family Wealth Advisors was established in 2009 in Bellevue, Washington. The firm operates as a registered investment advisor rather than a broker-dealer, carrying a fiduciary obligation to place client interests ahead of its own. Its founding year places it in the post-financial-crisis cohort of advisory firms shaped by heightened client demand for transparency and independence. The firm's investment advisory services span portfolio management, wealth management, and financial planning. Its client base includes individuals, high-net-worth individuals, and various entities. Unlike multi-family offices that build in-house private equity or venture capital programs, FRG's structure centers on advisory relationships — constructing portfolios from third-party managers and public-market instruments. The Pacific Northwest location gives it natural adjacency to the region's technology-wealth corridors, though the firm has not publicly detailed specific geographic concentrations of its client base. The firm does not publicly disclose its regulatory assets under management, total client count, or the names of its investment professionals. Its regulatory posture as an SEC-registered investment advisor subjects it to periodic examinations, but no enforcement actions or material disclosures appear in public records. Structurally, FRG occupies a specific position on the advisory spectrum: an independent RIA serving as outsourced family-office function for clients who want professional management without the permanent headcount of a dedicated single-family office. This model — high-touch, locally rooted, fiduciary-bound — distinguishes it from both the large wirehouses' wealth-management divisions and the institutional multi-family offices that have raised billions in committed capital.

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Last updated: 2026-08-11T02:43:31.692Z

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