Assets Under Management
$346.3M
Number of Clients
367
Number of Advisors
13
Average Client AUM
$944K
AUM per Advisor
$26.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
FamilyWealth Advisers (FWA) provides wealth management solutions through investment adviser representatives (IARs) to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, and small businesses. FWA uses the FamilyWealth™ Platform to provide IARs with a comprehensive view of Clients’ portfolios. Dynamic asset management is a cornerstone of FWA’s investment philosophy.
255 Primera Blvd, Suite 160, Lake Mary, FL, 32746