Family Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$44,422,700
Total clients
91
15% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
46
Average account size
$488,162
About
Family Wealth Advisors serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and retirement plans, managing approximately $44.4 million in discretionary assets for about 91 clients. The firm provides written financial planning and discretionary portfolio management and, in addition to advisory services, operates an affiliated real estate brokerage and participates in private real estate syndications.
Investment advice is delivered through five proprietary Target Return model portfolios (6%–10% target returns) built with no‑load mutual funds and ETFs and implemented using specialist institutional managers; custodial and execution services are handled through third‑party custodians and the firm commonly operates with discretionary trading authority. The firm also integrates non‑public pooled real estate investments—structured and offered through affiliated entities—as an alternative to publicly traded real estate options.
What distinguishes the firm from most peers is the combination of a small two‑advisor advisory practice with active principal ownership of affiliated real estate businesses (including a licensed brokerage and sponsor/manager interests in a syndicated mobile home park), arrangements the brochure discloses may involve real estate commissions, equity compensation and potential conflicts of interest when clients are solicited to invest. The firm documents policies for addressing those conflicts and for heightened oversight of senior and vulnerable clients, reflecting its dual role as both advisor and participant in pooled real estate investments.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.00% per annum $2,000,001 - $5,000,000: 0.80% per annum $5,000,001+: 0.60% per annum
$150 per hour for a written financial plan
Main office location
Family Wealth Advisors
670 West Shepard Lane, Suite 101
Farmington UT 84025, United States
Number of offices
1
Most active in
Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Forms ADV
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