$394.6M Total AUM
$127.9M Disc. AUM
14.4% 3Y CAGR
13 Employees
408 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-28-2017
- Office Locations
- 13
Office Locations
1601 ELM Street, Suite 4310 Dallas TX
20 Cabot Blvd Suite 300 Masfield MA
228 Hamilton Avenue 3RD Floor Palo Alto CA
About Familywealth
Familywealth is a Lake Mary-based RIA with 13 offices. The firm has been operating for 8 years. Managing $394.6M in total assets under management, with 12 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
33 AVG AGE
$32.9M AVG AUM / ADVISOR
$967.3K AVG AUM / CLIENT
5 yrs AVG TENURE
13 Employees
12 Advisory Reps
13 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Insight Alpha glacier Zenith matrix Optima Peak
Client Personas
Focus pioneer
Custodian
Ridge
Investment Themes
Eagle Peak Atlas Vector Value harbor
Investment Vehicles
Unison
Services
Wave Horizon Beacon Element unison Delta Eagle
Owner & Executives
W
WILBERT ERNEST OAKLEY III
BRANCH OFFICE MANAGER, Chief Compliance Officer, Managing Partner, VICE PRESIDENT
- CRD
- #4612563
- Ownership
- Less than 5%
(457) 872-4441
catalyst.frontier@timbercapital.com
in linkedin.com/in/catalyst-vertex
Showing 1 of 1 owners & executives
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NAFEES ALAM
--
- CRD
- #5739032
(690) 217-9192
alpha.radial@focuscapital.com
in linkedin.com/in/fusion-delta
K
KIMBERLY ANN ALLRED
Vice President
- CRD
- #3106938
(651) 456-3757
peak.bridge@crestcapital.com
in linkedin.com/in/beacon-atlas
O
Optima oak
Optima prime
- CRD
- #13926
(417) 381-1051
insight.value@insightcapital.com
in linkedin.com/in/eagle-foundation
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,869,516 | $243,098 |
| Non-Discretionary | $266,775,605 | $1,656,991 |
| Total | $394,645,121 | $574,447 |
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Separately Managed Accounts
Total SMA Asset: $394,645,121
Public Funds:
13.3% Cash:
16.9% Equity - Exchange:
17.9% Corporate - Investment Grade:
13.7% Municipal Bonds:
7.1% Private Funds:
17.7% U.S. Government/Agency:
13.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $403,626,899 | 13.3% |
| Cash | $512,879,293 | 16.9% |
| Equity - Exchange | $543,227,180 | 17.9% |
| Corporate - Investment Grade | $415,766,054 | 13.7% |
| Municipal Bonds | $215,469,999 | 7.1% |
| Private Funds | $537,157,603 | 17.7% |
| U.S. Government/Agency | $406,661,687 | 13.4% |
| Total | $3,034,788,715 | 100.0% |