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FAMILYWEALTH ADVISERS LLC, CRD 289193
LAKE MARY, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MARK TODD JORDAN | n/a | PANAMA CITY BEACH, FL | LAKE MARY, FL | 8 | 41 | 4 | yes |
| STEVEN JOSEPH SLOMBERG | n/a | LAKE MARY, FL | STOW, OH | 8 | 10 | 1 | no |
| Amanda Mariea Morris | n/a | Dallas, TX | 7 | 20 | 4 | no |
| NAFEES ALAM | n/a | Pensacola, FL | 5 | 13 | 2 | no |
| JEREMY TODD PATTON | n/a | Frisco, TX | 4 | 21 | n/a | no |
| GEOFFREY DEAN VOORHEES | n/a | LAKE MARY, FL | 3 | 21 | 1 | no |
| Zachary Norman Griswold | n/a | Western Grove, AR | 1 | 11 | 3 | no |
| Dominick Carle Sparcella | n/a | Lafayette, LA | 1 | 12 | n/a | no |
| LISA MARIA MARTINEZ | n/a | Denver, CO | 1 | 22 | n/a | no |
| KIMBERLY ANN ALLRED | n/a | Palo Alto, CA | 0 | 25 | 2 | no |
| Lee Anthony Schwartz | n/a | White Bear Lake, MN | 0 | 10 | 1 | no |
| DAVID LEE KELLER | n/a | Crockett, TX | 0 | 30 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| FAMILYWEALTH INC. | Corporation | E | yes | 01/2021 | Mar 30, 2021 | Oct 2, 2024 |
| Martin, Alicia | GENERAL PARTNER | F | yes | 01/2021 | Aug 10, 2018 | Oct 2, 2024 |
| OAKLEY, WILBERT, ERNEST | MANAGING PARTNER AND CCO | Na | yes | 03/2020 | Mar 31, 2020 | Oct 2, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FAMILYWEALTH ASSET MANAGEMENT | n/a | Independent wealth | $177M | N | yes | n/a |
| FAMILYWEALTH AGENCY, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Pensacola | FL | United States | 2 | no |
| Dallas | TX | United States | 2 | no |
| Denver | Co | United States | 1 | no |
| Orlando | FL | United States | 1 | no |
| NORTH ATTLEBORO | Ma | United States | 1 | no |
| Warwick | Ri | United States | 1 | no |
| Arlington | TX | United States | 1 | no |
| Frisco | TX | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $395M | $128M | 13 | 12 | 7 | n/a | n/a |
| 2024 | Apr 1, 2025 | $346M | $118M | 13 | 13 | 8 | n/a | n/a |
| 2023 | Mar 28, 2024 | $316M | $108M | 12 | 12 | 8 | n/a | n/a |
| 2022 | Mar 31, 2023 | $263M | $112M | 14 | 14 | 9 | n/a | n/a |
| 2021 | Mar 25, 2022 | $347M | $130M | 12 | 11 | 2 | n/a | n/a |
| 2020 | Mar 30, 2021 | $249M | $61.3M | 13 | 13 | 2 | n/a | n/a |
| 2019 | Mar 31, 2020 | $118M | $59.0M | 11 | 10 | 2 | n/a | n/a |
| 2018 | Mar 21, 2019 | $133M | $111M | 3 | 2 | 1 | n/a | n/a |
| 2017 | Mar 30, 2018 | $124M | $100M | 2 | 2 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 3 | 0 | 3 | 0.0% | 1 | 0 | 0 | 5 | 4 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $395M | $346M | 13.9% | $263M | 14.4% | 13 | 13 | 7 | 8 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| JOLLIFFE CAPITAL, INC. | 2 | Jun 30, 2018 | Sep 27, 2017 | DENVER, CO | Team lift out | RIA to RIA | 28.6% |