Familywealth

Familywealth (CRD# 289193) is a financial advisory firm headquartered in Lake Mary, FL. They manage $316,315,559 in 584 accounts and serve the financial needs of clients across 36 states (or territories).

Current Firm Details
255 Primera Blvd, Suite 160, Lake Mary, FL 32746
https://www.linkedin.com/company/familywealth/
By the Numbers
  • Total Assets Under Management
    316
    MILLION
  • Total Number of Accounts
    584
    ACCOUNTS
  • Average Account Value
    $541,636
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, NM, NV, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at Familywealth
Showing 1 - 8 of 8 top financial advisors.
1
Nafees Alam, financial advisor Pensacola FL
Nafees Alam
CRD#: 5739032
4309 Spanish Trail, Pensacola, FL 32504

Nafees Alam (CRD# 5739032) is an Investment Advisor Representative working at Familywealth in Pensacola, FL and has over 6 years of experience in the finance industry.

2
Kimberly Allred, financial advisor Palo Alto CA
Kimberly A. Allred
CRD#: 3106938
228 Hamilton Avenue, 3rd Floor, Palo Alto, CA 94301

Kimberly Allred (CRD# 3106938) is an Investment Advisor Representative working at Familywealth in Palo Alto, CA and has over 23 years of experience in the finance industry.

3
Mark Jordan, financial advisor Panama City Beach FL
Mark T. Jordan
CRD#: 1376067
Panama City Beach, FL

Mark Jordan (CRD# 1376067) is an Investment Advisor Representative working at Familywealth in Panama City Beach, FL and has over 38 years of experience in the finance industry.

4
Amanda Morris, financial advisor Dallas TX
Amanda M. Morris
CRD#: 5609690
1601 Elm Street, Suite 4310, Dallas, TX 75201

Amanda Morris (CRD# 5609690) is an Investment Advisor Representative working at Familywealth in Dallas, TX and has over 15 years of experience in the finance industry.

5
Steven Slomberg, financial advisor Stow OH
Steven J. Slomberg
CRD#: 2442979
Stow, OH

Steven Slomberg (CRD# 2442979) is an Investment Advisor Representative working at Familywealth in Stow, OH and has 1 year of experience in the finance industry.

6
Ricardo Gonzales, financial advisor Dalworthington Gardens TX
Ricardo F. Gonzales
CRD#: 7708907
2104 Roosevelt Dr, Ste Q, Dalworthington Gardens, TX 76013

Ricardo Gonzales (CRD# 7708907) is an Investment Advisor Representative working at Familywealth in Dalworthington Gardens, TX and has 1 year of experience in the finance industry.

7
Lisa Martinez, financial advisor Denver CO
Lisa M. Martinez
CRD#: 2414127
4600 S Syracuse, 9th Floor, Denver, CO 80237

Lisa Martinez (CRD# 2414127) is an Investment Advisor Representative working at Familywealth in Denver, CO and has over 3 years of experience in the finance industry.

8
Jeremy Patton, financial advisor Frisco TX
Jeremy T. Patton
CRD#: 7518174
6170 Research Road, Suite 1001, Frisco, TX 75033

Jeremy Patton (CRD# 7518174) is an Investment Advisor Representative working at Familywealth in Frisco, TX and has over 2 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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