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MICHELS FAMILY FINANCIAL, LLC

FORT WORTH, TX · CRD 319311 · IAPD ↗ · michelsfamilyfinancial.com · 817-719-9999

$347.9MRegulatory AUM
2Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — MICHELS FAMILY FINANCIAL, LLC reported RAUM up 25% ($242.6M -> $303.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
March 2024 — MICHELS FAMILY FINANCIAL, LLC reported RAUM up 75% ($138.8M -> $242.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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