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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-15-2023
- Office Locations
- 1
Office Locations
About Private Family Wealth Advisors
Private Family Wealth Advisors is a selective Atlanta-based fiduciary wealth manager serving high-net-worth, multi-generational families and entrepreneurs. The team focuses on long-term, relationship-driven planning (tax, estate, charitable and business succession) alongside portfolio construction and ongoing investment management. Portfolios are primarily implemented with ETFs and public funds, and the firm custodies with Charles Schwab.
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CRM
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Investment Themes
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Owner & Executives
SCOTT ROBERT MACKENZIE
Chief Compliance Officer, Managing Member
- CRD
- #2265519
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Thomas Elliott Hedleston Healy
Investment Advisor
- CRD
- #7883590
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $392,258,637 | $1,065,920 |
| Non-Discretionary | $955,868 | $318,623 |
| Total | $393,214,505 | $1,059,877 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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