FamilyWealth

FamilyWealth Advisers, LLC is a registered investment adviser organized as a team and manages roughly $394.6 million for individuals (including high‑net‑worth clients), trusts, estates, retirement plans, foundations and small businesses. The firm provides portfolio management, financial planning and retirement plan consulting, and also offers insurance products through an affiliated insurance agency.

The firm follows a multi‑asset, dynamic investment approach that blends passive core exposures with higher‑conviction active and alternative strategies and uses a proprietary FamilyWealth™ platform and TAMP to deliver model portfolios and third‑party strategist solutions. Accounts are handled on both discretionary and non‑discretionary bases, and a substantial portion of the firm’s AUM is managed non‑discretionarily — a less common arrangement among similar team firms.

FamilyWealth’s structure and service mix are notable for its multi‑office footprint and its affiliations with an affiliated TAMP manager, an affiliated insurance agency and a fintech/back‑office provider that supports platform and reporting capabilities. The firm provides branded quarterly performance reporting and participant/fiduciary education for retirement plans, and discloses a January 2026 SEC settlement relating to its client advisory agreement.