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FAMILYWEALTH ASSET MANAGEMENT

LAKE MARY, FL · CRD 147869 · IAPD ↗ · familywealth.us · 866-746-3743

$177.0MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
38States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — FAMILYWEALTH ASSET MANAGEMENT moved its main office from DALLAS, TX to LAKE MARY, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2026 — FAMILYWEALTH ASSET MANAGEMENT's Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
42
October 2024 — FAMILYWEALTH ASSET MANAGEMENT notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
April 2024 — FAMILYWEALTH ASSET MANAGEMENT changed its website from turnkeyassetmanagement.com to familywealth.us.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2024 — FAMILYWEALTH ASSET MANAGEMENT added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.