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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PRIVATE FAMILY WEALTH ADVISORS

PFW ADVISORS, LLC, CRD 325119

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:17ce6727-d707-e0e2-697b-821e3a6e0d65

Data as of Jan 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Apr 14, 2023 to Jan 20, 2026
12 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Private Family Wealth Advisors

Office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $393MItem 5.F on the latest filing (2026-01-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $392M
Private client RAUM: $387MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $197Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 371
Individual clients: 64
High net worth clients: 74
Custody, client assets: $2.7M
SEC number: 801-127980
CRD: 325119
Filings on the tape: 12
First filed: Apr 14, 2023
Latest filed: Jan 20, 2026
Organised: Limited Liability Company, GA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SCOTT ROBERT MACKENZIE	Certified Financial Planner	ATLANTA, GA	3	34	2	no
Thomas Elliott Hedleston Healy	Chartered Financial Analyst	ATLANTA, GA	2	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MACKENZIE, SCOTT, ROBERT	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	yes	10/2013	Apr 14, 2023	Apr 12, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Jan 20, 2026	$393M	$392M	4	1	n/a	n/a
2024	Feb 20, 2025	$392M	$391M	4	2	n/a	n/a
2023	Mar 15, 2024	$367M	$367M	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$393M	$392M	0.2%	n/a	n/a	4	4	0	0

Relationships

Registered with (2)

← Thomas Elliott Hedleston HealyAdvisorregistration: current employment
Mar 19, 2024 to presentfactForm ADV
← SCOTT ROBERT MACKENZIEAdvisorregistration: current employment
Sep 7, 2023 to presentfactForm ADV

Controls (1)

← MACKENZIE, SCOTT, ROBERTOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Apr 14, 2023 to Apr 12, 2024factForm ADV

Dated events

Occurred
Apr 14, 2023
First Form ADV filing
Pfw Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:17ce6727-d707-e0e2-697b-821e3a6e0d65
First observed: Apr 14, 2023
Last observed: Jan 20, 2026 8 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PRIVATE FAMILY WEALTH ADVISORS

PFW ADVISORS, LLC, CRD 325119

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:17ce6727-d707-e0e2-697b-821e3a6e0d65

Data as of Jan 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:50 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SCOTT ROBERT MACKENZIE

Certified Financial Planner

ATLANTA, GA

Thomas Elliott Hedleston Healy

Chartered Financial Analyst

ATLANTA, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MACKENZIE, SCOTT, ROBERT

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

10/2013

Apr 14, 2023

Apr 12, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 20, 2026

$393M

$392M

n/a

2024

Feb 20, 2025

$392M

$391M

n/a

2023

Mar 15, 2024

$367M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$393M

$392M

0.2%

n/a