CRD: 157777
Family Tree Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 1 advisory representatives and 24 clients, or 24 clients per representative. That equates to $514.8K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Family Tree Wealth Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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