Family Wealth Advisors

Family Wealth Advisors (CRD# 117475) is a financial advisory firm headquartered in Farmington, UT. They manage $39,555,255 in 157 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
670 West Shepard Lane, Suite 101, Farmington, UT 84025
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $251,944
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Family Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
James Knight, financial advisor Farmington UT
James R. Knight
CRD#: 729539
670 West Shepard Lane, Ste 101, Farmington, UT 84025

James Knight (CRD# 729539) is an Investment Advisor Representative working at Family Wealth Advisors in Farmington, UT and has over 31 years of experience in the finance industry.

2
James Knight, financial advisor Farmington UT
James R. Knight
CRD#: 5576866
670 West Shepard Lane, Suite 101, Farmington, UT 84025

James Knight (CRD# 5576866) is an Investment Advisor Representative working at Family Wealth Advisors in Farmington, UT and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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