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FAMILYWEALTH

LAKE MARY, FL · CRD 289193 · IAPD ↗ · (866) 746-3743

$394.6MRegulatory AUM
12Advisory reps
13Employees
1Clients
51-100Planning clients
0Private funds
38States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — FAMILYWEALTH'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
45
December 2025 — FAMILYWEALTH notice-filed in ND.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
October 2024 — FAMILYWEALTH notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
October 2024 — FAMILYWEALTH added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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