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.

Current firm

FAMILYWEALTH

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S66

First exam

Jan 12, 2018

First registration

Jan 16, 2018

Dual registered

no

IAPD individual key

5739032

• Occurred

  May 31, 2022
  Advisor departed, no destination yet

  Nafees Alam no longer registered at Familywealth Asset Management; no later IA registration on IAPD

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d1470877-9b66-b06e-59e5-62514c26093a

First observed

Jan 16, 2018

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed 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.