Familywealth Advisers LLC
● SEC registered since 2017CRD 289193SEC# 801-111050Lake Mary, FL
Reg. AUM
$394.6M
Employees
13
Accounts
687
Location
Lake Mary, FL
Familywealth Advisers LLC assets under management
Familywealth Advisers LLC is an investment advisory firm registered with the SEC based in Lake Mary, FL. The firm has been registered since 2017. It reports $394.6 million in regulatory assets under management and employs 13 people.
Familywealth Advisers LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Familywealth Inc. Control | Corporation | Over 75% | 2021 |
| Wilbert Ernest Oakley Control | Managing Partner And Cco | Under 5% | 2020 |
| Alicia Martin Control | General Partner | — | 2021 |
Frequently asked questions
How much does Familywealth Advisers LLC manage?
Familywealth Advisers LLC reports $394.6 million in regulatory assets under management on its Form ADV.
How many employees does Familywealth Advisers LLC have?
Familywealth Advisers LLC reports 13 employees.
Where is Familywealth Advisers LLC located?
Familywealth Advisers LLC is based in Lake Mary, FL and has been SEC-registered since 2017.
Does Familywealth Advisers LLC disclose fund performance?
Familywealth Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 255 Primera Blvd, Suite 160, Lake Mary, FL 32746 |
| Phone | (866) 746-3743 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$394.6M▲ 14%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$394.6Mregulatory AUM
Discretionary $127.9MNon-discretionary $266.8M