Familywealth Asset Management
● SEC registered since 2009CRD 147869SEC# 801-69660Lake Mary, FL
Reg. AUM
$177M
Employees
4
Accounts
753
Location
Lake Mary, FL
Familywealth Asset Management assets under management
Familywealth Asset Management is an investment advisory firm registered with the SEC based in Lake Mary, FL. The firm has been registered since 2009. It reports $177 million in regulatory assets under management and employs 4 people.
Familywealth Asset Management owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christine M Mora | Director; Secretary; Counsel | Under 5% | 2011 |
| Familywealth Inc. Control | Corporation-Owner | Over 75% | 2021 |
| Wilbert Ernest Oakley Control | Vice President; Branch Office Manager | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Familywealth Asset Management manage?
Familywealth Asset Management reports $177 million in regulatory assets under management on its Form ADV.
How many employees does Familywealth Asset Management have?
Familywealth Asset Management reports 4 employees.
Where is Familywealth Asset Management located?
Familywealth Asset Management is based in Lake Mary, FL and has been SEC-registered since 2009.
Does Familywealth Asset Management disclose fund performance?
Familywealth Asset Management 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 | 8:00-5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$177M▼ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$177Mregulatory AUM
Discretionary $147.7MNon-discretionary $29.3M