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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Atlas vital
- Established Date
- 08-06-2025
- Office Locations
- 1
Office Locations
About Familyroot Wealth Advisors, LLC
FamilyRoot Wealth Advisors, LLC is a Georgia-based, fee-only, independent RIA providing fiduciary financial planning and investment management for individuals and families. The firm supports retirement and distribution planning, tax and estate planning strategies, risk management, education planning, and cash-flow/debt guidance. Open-architecture portfolios emphasize diversification and tax efficiency, with custody through Schwab and Altruist and a tech-enabled client portal for reporting and e-signatures.
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Investment Themes
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Owner & Executives
Daniel Patrick Johnson
Chief Compliance Officer, FOUNDER
- CRD
- #5978973
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,206,428 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,206,428 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,206,428
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $583,828,909 | 25.3% |
| U.S. Government/Agency | $558,445,043 | 24.2% |
| Corporate - Non-Investment Grade | $542,291,674 | 23.5% |
| Cash | $113,073,583 | 4.9% |
| Equity - Exchange | $509,984,936 | 22.1% |
| Total | $2,307,624,145 | 100.0% |