FamilyWealth Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$177,037,715
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
413
7% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
103
Average account size
$428,663
About
FamilyWealth Asset Management advises both individual investors — including high‑net‑worth clients — and institutional clients such as corporate pension and profit‑sharing plans, trusts, foundations, endowments, corporations and small businesses. The firm provides discretionary and non‑discretionary portfolio management, retirement plan consulting (including ERISA fiduciary services), and access to insurance products through affiliated insurance channels.
The firm describes a multi‑asset, dynamic investment approach that blends passive core exposures with higher‑conviction active and alternative sleeves to manage absolute risk and pursue excess return. Services are delivered through the FamilyWealth platform and a Turnkey Asset Management Program (TAMP) offering model portfolios, third‑party strategists, UMA/UMHA and SMA options, with advisor tooling, private‑labeled quarterly performance reporting and additional asset‑based platform fees shared with an affiliated adviser.
Distinctive features noted in the brochure include the integrated platform/TAMP structure and formal affiliation with a related registered investment adviser that operates the models, meaning clients who use those models are served by both entities — a structure that is less common among similar team firms. The brochure also discloses a January 2026 settled SEC matter concerning the firm’s client advisory agreement, with updated agreement language and a monetary settlement, a matter prospective clients may wish to review.
Client services
Portfolio management
Selection of other advisers
Newsletters or periodicals
Portfolio construction strategies provided to other rias
Portfolio construction strategies provided to other rias
Expertise
Wealth management
Passive / index investing
Active portfolio management
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Executive
Fee options
$0+: 1.45% annually (Retail clients - flat rate) $500,000 - $1,000,000: 0.80% annually $1,000,000 - $2,000,000: 0.70% annually $2,000,000 - $5,000,000: 0.65% annually $5,000,000 - $10,000,000: 0.60% annually
FamilyWealth Platform asset-based fees: 0.30% on first $500,000; 0.25% on next $500,000; 0.20% on next $1,000,000; 0.15% on next $1,000,000; 0.10% on next $1,000,000; 0.05% on assets over $4,000,000
Account minimum: $500,000 for institutional accounts; no minimum for retail/individual accounts
Main office location
FamilyWealth Asset Management
255 Primera Blvd, Suite 160
Lake Mary FL 32746, United States
Number of offices
4
Most active in
FamilyWealth Asset Management has reported serving >5 clients in these states in the last 12 months.
Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Louisiana · Maryland · Massachusetts · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Jersey · New Mexico · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin · Wyoming
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")