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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FAMILY FINANCIAL

FF ADVISORS, LLC, CRD 316723

MANHATTAN BEACH, CA

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:c7b8718a-9f50-ec30-9be1-5f6ea89f6a33

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 13
On other graphs: 0
Observed: Oct 21, 2021 to Mar 30, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $280MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $280M
Private client RAUM: $248MderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $140Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 464
Individual clients: 36
High net worth clients: 52
Custody, client assets: $109M
SEC number: 801-122728
CRD: 316723
Filings on the tape: 22
First filed: Oct 21, 2021
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, NV
Website: familyfinancial.biz

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
TAMMY ANNE TRENTA	Certified Financial Planner	MANHATTAN BEACH, CA	3	30	8	no
CHARLOTTE ANNE MORGAN	Certified Financial Planner	MANHATTAN BEACH, CA \| MOORE, SC	0	14	3	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
FF HOLDINGS, LLC.	MANAGING MEMBER	E	yes	11/2021	Dec 7, 2021	Dec 20, 2024
ROSS, KELSEY, MARIE	DIRECTOR OF OPERATIONS	Na	yes	11/2024	Dec 20, 2024	Dec 20, 2024
TRENTA, TAMMY, ANNE	MANAGING MEMBER	E	yes	07/2021	Dec 7, 2021	Dec 20, 2024
TRENTA, TAMMY, ANNE	FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	12/2021	Dec 7, 2021	Dec 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FF BUSINESS MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Cerritos	CA	United States	1	no

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; showing 5 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$280M	$280M	4	2	1	n/a	n/a
2024	Apr 22, 2025	$233M	$233M	4	2	2	n/a	n/a
2023	Mar 4, 2024	$185M	$182M	4	4	3	n/a	n/a
2022	Mar 30, 2023	$128M	$119M	3	3	2	n/a	n/a
2021	Jan 6, 2022	$0	$0	2	1	0	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
1	0	1	0.0%	1	0	0	2	3

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	$280M	$233M	20.4%	$128M	30.0%	4	4	1	2

Relationships

Registered with (5)

← CHARLOTTE ANNE MORGANAdvisorregistration: current employment
Aug 19, 2026 to presentfactForm ADV
← TAMMY ANNE TRENTAAdvisorregistration: current employment
Dec 9, 2022 to presentfactForm ADV
← William EhrbarAdvisorregistration: previous registration
Nov 26, 2024 to Apr 24, 2025factForm ADV
← NICHOLAS CONNOR PRIGITANOAdvisorregistration: previous registration
Sep 13, 2023 to Oct 24, 2024factForm ADV
← JOSHUA DARRIN MUDSEAdvisorregistration: previous registration
Mar 21, 2022 to Sep 27, 2024factForm ADV

Controls (3)

← TRENTA, TAMMY, ANNEOwnerMANAGING MEMBER, ownership code E, individual
Dec 7, 2021 to Dec 20, 2024factForm ADV
← ROSS, KELSEY, MARIEOwnerDIRECTOR OF OPERATIONS, ownership code NA, individual
Dec 20, 2024 to Dec 20, 2024factForm ADV
← FF HOLDINGS, LLC.OwnerMANAGING MEMBER, ownership code E, domestic entity
Dec 7, 2021 to Dec 20, 2024factForm ADV

Dated events

Occurred
Apr 24, 2025
Advisor changed firm
William Ehrbar left Family Financial for Ernst & Young Investment Advisers Llp (registered 2025-06-06)
Form ADVobserved 4 days ago
Occurred
Dec 20, 2024
Control person left
Mary Richardson (Director Of Operations) no longer on Schedule A of Family Financial (listed 2024-11-26, absent 2024-12-20)
Form ADVobserved 4 days ago
Occurred
Dec 20, 2024
Control person joined
Marie Kelsey Ross (Director Of Operations) appeared on Schedule A of Family Financial
Form ADVobserved 4 days ago
Occurred
Nov 8, 2024
Control person left
Darrin Joshua Mudse (Chief Operating Officer And Chief Compliance Officer) no longer on Schedule A of Family Financial (listed 2024-03-04, absent 2024-11-08)
Form ADVobserved 4 days ago
Occurred
Nov 8, 2024
Control person left
Reed Joshua Forrester (Member) no longer on Schedule A of Family Financial (listed 2024-03-04, absent 2024-11-08)
Form ADVobserved 4 days ago
Occurred
Nov 8, 2024
Control person joined
Mary Richardson (Director Of Operations) appeared on Schedule A of Family Financial
Form ADVobserved 4 days ago
Occurred
Oct 24, 2024
Advisor changed firm
Nicholas Connor Prigitano left Family Financial for F5 Financial Planning, L.L.C. (registered 2024-12-16)
Form ADVobserved 4 days ago
Occurred
Sep 27, 2024
Advisor changed firm
Joshua Darrin Mudse left Family Financial for Oneascent Financial Services Llc (registered 2024-10-23)
Form ADVobserved 4 days ago
Occurred
Mar 18, 2022
Control person joined
Darrin Joshua Mudse (Chief Operating Officer And Chief Compliance Officer) appeared on Schedule A of Family Financial
Form ADVobserved 4 days ago
Occurred
Mar 18, 2022
Control person joined
Reed Joshua Forrester (Member) appeared on Schedule A of Family Financial
Form ADVobserved 4 days ago
Occurred
Dec 7, 2021
Control person joined
Anne Tammy Trenta (Managing Member) appeared on Schedule A of Family Financial
Form ADVobserved 4 days ago
Occurred
Dec 7, 2021
Control person left
Edward Christopher Winn (Chief Compliance Officer) no longer on Schedule A of Family Financial (listed 2021-10-21, absent 2021-12-07)
Form ADVobserved 4 days ago
Occurred
Oct 21, 2021
First Form ADV filing
Ff Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c7b8718a-9f50-ec30-9be1-5f6ea89f6a33
First observed: Oct 21, 2021
Last observed: Mar 30, 2026 5 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.

FAMILY FINANCIAL

FF ADVISORS, LLC, CRD 316723

MANHATTAN BEACH, CA

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:c7b8718a-9f50-ec30-9be1-5f6ea89f6a33

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:19 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TAMMY ANNE TRENTA

Certified Financial Planner

MANHATTAN BEACH, CA

CHARLOTTE ANNE MORGAN

Certified Financial Planner

MANHATTAN BEACH, CA | MOORE, SC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FF HOLDINGS, LLC.

MANAGING MEMBER

yes

11/2021

Dec 7, 2021

Dec 20, 2024

ROSS, KELSEY, MARIE

DIRECTOR OF OPERATIONS

yes

11/2024

Dec 20, 2024

TRENTA, TAMMY, ANNE

MANAGING MEMBER

yes

07/2021

Dec 7, 2021

Dec 20, 2024

TRENTA, TAMMY, ANNE

FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER

yes

12/2021

Dec 7, 2021

Dec 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FF BUSINESS MANAGEMENT, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Cerritos

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$280M

n/a

2024

Apr 22, 2025

$233M

n/a

2023

Mar 4, 2024

$185M

$182M

n/a

2022

Mar 30, 2023

$128M

$119M

n/a

2021

Jan 6, 2022

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

$280M

$233M

20.4%

$128M

30.0%