Familywealth Asset Management

Familywealth Asset Management (CRD# 147869) is a financial advisory firm headquartered in Dallas, TX. They manage $110,761,279 in 502 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    502
    ACCOUNTS
  • Average Account Value
    $220,640
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at Familywealth Asset Management
Showing 1 - 4 of 4 top financial advisors.
1
John D. Alvarez
CRD#: 7097317
1601 Elm Street, Suite 4310, 4310, Dallas, TX 75201

John Alvarez (CRD# 7097317) is an Investment Advisor Representative working at Familywealth Asset Management in Dallas, TX and has 1 year of experience in the finance industry.

2
Patrick S. Jolliffe
CRD#: 2531902
1601 Elm Street, Suite 4310, 4310, Dallas, TX 75201

Patrick Jolliffe (CRD# 2531902) is an Investment Advisor Representative working at Familywealth Asset Management in Dallas, TX and has over 22 years of experience in the finance industry.

3
Wilbert E. Oakley
CRD#: 4612563
1601 Elm Street, Suite 4310, 4310, Dallas, TX 75201

Wilbert Oakley (CRD# 4612563) is an Investment Advisor Representative working at Familywealth Asset Management in Dallas, TX and has over 13 years of experience in the finance industry.

4
Lu Yu
CRD#: 6940884
1601 Elm Street, Suite 4310, 4310, Dallas, TX 75201

Lu Yu (CRD# 6940884) is an Investment Advisor Representative working at Familywealth Asset Management in Dallas, TX and has over 2 years of experience in the finance industry.

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