Assets Under Management
$180.9M
Number of Clients
424
Number of Advisors
4
Average Client AUM
$427K
AUM per Advisor
$45.2M
Compensation
Fee-Only (AUM)
FamilyWealth Advisers (FWA) provides wealth management solutions through investment adviser representatives (IARs) using the FamilyWealth™ Platform. Services include dynamic asset management, retirement plan consulting, and insurance recommendations. FWA manages accounts on a discretionary and non-discretionary basis, offering various investment programs like TAMP and UMA.
1601 Elm Street,, Suite 4310, Dallas, TX, 75201