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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-09-2021
- Office Locations
- 1
Office Locations
About Family AND Money Matters
Family and Money Matters is a planning-led advisory and education firm focused on family financial well-being. The team builds holistic financial plans (goals, balance sheet, and cash flow) and family strategic plans to support legacy and multigenerational family businesses. It also delivers structured programs for couples, women, children, young adults, financial planners, and social impact investors, with portfolios typically implemented using ETFs and mutual funds (Schwab custody).
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 15 clients, or 15 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on February 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
ELAINE KING FUENTES
Chief Compliance Officer
- CRD
- #2773058
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,530,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,530,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Family AND Money Matters has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.