CRD: 157777
Family Tree Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-08-2011
- Office Locations
- 1
Office Locations
About Family Tree Wealth Advisors, LLC
Family Tree Wealth Advisors, LLC is an independent advisory firm focused on retirement income strategies for business owners and professionals. The team delivers customized, objective financial guidance across investment management and planning, including tax and estate planning and insurance/annuity solutions. Portfolios lean heavily on ETFs and high-quality fixed income, and the firm custodies with Charles Schwab.
Team overview
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Client Personas
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Investment Themes
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Technology
Owner & Executives
SCOTT FREDERICK DAVIS
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #4252596
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,323,000 | -- |
| Non-Discretionary | $31,000 | -- |
| Total | $12,354,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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