Familywealth Asset Management

Familywealth Asset Management (CRD# 147869) is a financial advisory firm headquartered in Dallas, TX. They manage $198,269,047 in 752 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    198
    MILLION
  • Total Number of Accounts
    752
    ACCOUNTS
  • Average Account Value
    $263,656
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
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, MN, MO, MS, MT, NC, NE, NJ, NM, NV, 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 M. Mugarian
CRD#: 1983612
4309 Spanish Trail, Pensacola, FL 32504

John Mugarian (CRD# 1983612) is an Investment Advisor Representative working at Familywealth Asset Management in Pensacola, FL and has over 34 years of experience in the finance industry.

2
Wilbert E. Oakley
CRD#: 4612563
1601 Elm Street,, Suite 4310, Dallas, TX 75201

Wilbert Oakley (CRD# 4612563) is an Investment Advisor Representative working at Familywealth Asset Management in Dallas, TX and has over 16 years of experience in the finance industry.

3
Lu Yu
CRD#: 6940884
1601 Elm Street,, Suite 4310, Dallas, TX 75201

Lu Yu (CRD# 6940884) is an Investment Advisor Representative working at Familywealth Asset Management in Dallas, TX and has over 5 years of experience in the finance industry.

4
James A. Mayer
CRD#: 2261997
20 Cabot Blvd, Suite 300, Masfield, MA 02048

James Mayer (CRD# 2261997) is an Investment Advisor Representative working at Familywealth Asset Management in Masfield, MA and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.