Family Wealth Architects LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
2
of 2 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Family Wealth Architects primarily serves individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities by referring them to an independent investment manager. The firm does not provide ongoing investment management and currently reports no assets under its direct supervision.
When engaging clients, FWA evaluates and recommends independent managers based on the client's stated needs and the manager's style, performance, reputation, reporting, and pricing, but it does not monitor or supervise the recommended manager or provide ongoing written reports. Clients retain discretion over implementation of recommendations, and the firm discloses that it ceased providing direct investment management services in 2011.
Distinctively, FWA does not directly charge percentage‑of‑assets‑under‑management advisory fees, instead operating through referral arrangements with a third‑party manager, a practice that is uncommon among firms in this category. The firm is small and owner‑operated by two principals with long professional and legal backgrounds, and it does not take custody of client assets, vote client securities, or offer performance‑based fee services.
Client services
Fee options
$0 - $3 million: 1% on first $3 million $3 million - $5 million: 0.75% on next $2 million $5 million - $10 million: 0.65% on next $5 million $10 million+: 0.50% on additional assets
Main office location
Family Wealth Architects LLC
Belmont MA, United States
Number of offices
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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