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BT FAMILY OFFICE, LLC

ATLANTA, GA · CRD 305713 · IAPD ↗ · 404-341-5800

$4.00BRegulatory AUM
7Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — BT FAMILY OFFICE, LLC reported RAUM up 32% ($3.03B -> $4.00B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2026 — BT FAMILY OFFICE, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
67
April 2024 — BT FAMILY OFFICE, LLC reported RAUM up 37% ($1.97B -> $2.70B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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