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PRIVATE FAMILY WEALTH ADVISORS

ATLANTA, GA · CRD 325119 · IAPD ↗ · 404-848-0950

$393.2MRegulatory AUM
1Advisory reps
4Employees
2Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2025 — PRIVATE FAMILY WEALTH ADVISORS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — PRIVATE FAMILY WEALTH ADVISORS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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