AdvizorPro

Familywealth Asset Management

Familywealth Asset Management. CRD 147869

F

CRD: 147869

Familywealth Asset Management

Lake Mary, FL, 32746
8667463743
familywealth.us
$177.0M Total AUM
$147.7M Disc. AUM
-3.7% 3Y CAGR
4 Employees
421 ADV. Clients
17 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
01-02-2009
Office Locations
3

Office Locations

20 Cabot Blvd Suite 300 Masfield MA
255 Primera Blvd. Suite 160 Lake Mary FL
4309 Spanish Trail Pensacola FL

About Familywealth Asset Management

Familywealth Asset Management is a Lake Mary-based RIA with 3 offices. The firm has been operating for 17 years. Managing $177.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.

Team overview

-- AVG AGE
$59.0M AVG AUM / ADVISOR
$420.5K AVG AUM / CLIENT
8.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
4 RIA Reps
17yrs Firm Age

Insights

Premium access reveals conviction themes in value pathway.
Premium access reveals conviction themes in eagle quantum.
Unlock to see real insight on pioneer glacier.
Unlock to compare peer behavior around catalyst ember.
Unlock to compare peer behavior around focus vector.
Open the full profile to inspect shifts in timber signal.
Open the full profile to inspect shifts in ember value.
Request access to benchmark trends tied to frontier.

Asset Classes

Zenith vector Capital Beacon unison

Client Personas

Vector

Custodian

Harbor pathway

Investment Themes

Value Ridge timber Fusion crest Prime Pathway

Investment Vehicles

Value

Services

Glacier momentum Legacy Foundation Fusion Radial capital Unison

Owner & Executives

C

CHRISTINE M MORA

COUNSEL, DIRECTOR, Secretary, Vice President

CRD
--
Ownership
Less than 5%
(424) 886-5027
momentum.north@crestcapital.com
in linkedin.com/in/vector-delta
WILBERT ERNEST OAKLEY III

WILBERT ERNEST OAKLEY III

BRANCH OFFICE MANAGER, Chief Compliance Officer, Managing Partner, VICE PRESIDENT

CRD
#4612563
Ownership
Less than 5%
(571) 936-2150
pathway.summit@valuecapital.com
in linkedin.com/in/foundation-element

Showing 2 of 2 owners & executives

Unlock all

Contacts

JAMES ARTHUR MAYER

JAMES ARTHUR MAYER

Investment Adviser

CRD
#2261997
(333) 891-3313
foundation.eagle@radialcapital.com
in linkedin.com/in/ember-capital
JOHN MICHAEL MUGARIAN

JOHN MICHAEL MUGARIAN

Owner

CRD
#1983612
(763) 422-4930
wave.radial@peakcapital.com
in linkedin.com/in/atlas-glacier
S

Signal beacon

Summit quantum

CRD
#55000
(522) 668-1683
glacier.bridge@foundationcapital.com
in linkedin.com/in/unison-insight

Showing 2 of 5 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-26-2022
03-31-2023
10-02-2024
03-31-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $147,730,263 $273,575
Non-Discretionary $29,307,452 $137,594
Total $177,037,715 $235,110

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $177,037,715

$177.0M Total SMA
Public Funds:
21.8%
Equity - Exchange:
7.8%
Cash:
12.9%
Corporate - Investment Grade:
19.4%
Municipal Bonds:
15.0%
Equity - OTC:
5.5%
U.S. Government/Agency:
17.6%
Asset class Assets Assets %
Public Funds $297,133,481 21.8%
Equity - Exchange $106,313,814 7.8%
Cash $175,826,693 12.9%
Corporate - Investment Grade $264,421,538 19.4%
Municipal Bonds $204,449,643 15.0%
Equity - OTC $74,964,869 5.5%
U.S. Government/Agency $239,887,581 17.6%
Total $1,362,997,619 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform