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Familywealth

Financial planning in Lake Mary, FL

SEC registeredNo commissions reported

Call (866) 746-3743Send a messageMap ↗

Public-record details

Address
255 Primera Blvd, Suite 160, Lake Mary, FL 32746
Phone
(866) 746-3743
Listed under
Financial planning, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
Familywealth Advisers LLC
CRD number
289193
Registration
SEC registered since 2017-08-28
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Educational seminars/workshops
Regulatory assets under management
$394.6 million
Accounts managed
687
Clients reported (Form ADV 5.D)
407
Individual / high-net-worth clients
356 / 26
Employees
13
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
Yes — see IAPD for details
Latest Form ADV filing
2026-03-31

SEC registered investment adviser, CRD 289193, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Lake Mary

Bluestar Wealth Management255 Primera Blvd, Suite 160 · Lake Mary, FL 32746 · (888) 788-6478 · Flat / fixed feesCRD 337253 · % of assets, Fixed fees · $134.0 million AUMSEC registeredNo commissions reportedCoastal Wealth Advisory Services, LLC2500 W. Lake Mary Blvd, Suite 215 · Lake Mary, FL 32746 · (407) 878-3424 · % of assets managedCRD 306986 · % of assets · $20.3 million AUMState registeredNo commissions reportedCollaborative Wealth972 International Parkway · Lake Mary, FL 32746 · (407) 792-3336 · Financial planningCRD 142106 · % of assets, Hourly charges, Fixed fees · $653.3 million AUMSEC registeredNo commissions reportedDias Wealth, LLC250 International Parkway, Suite 134 · Lake Mary, FL 32746 · (321) 926-0936 · Financial planningCRD 304465 · % of assets, Hourly charges, Fixed fees · $8.4 million AUMState registeredNo commissions reportedFamilywealth Asset Management255 Primera Blvd, Suite 160 · Lake Mary, FL 32746 · (866) 746-3743 · Flat / fixed feesCRD 147869 · % of assets, Subscription fees, Other · $177.0 million AUMSEC registeredNo commissions reportedFinancial Life Designs LLC1540 International Parkway, Suite 2000 · Lake Mary, FL 32746 · (407) 590-9372 · Financial planningCRD 285241 · % of assets, Hourly charges, Fixed fees · $37.7 million AUMState registeredNo commissions reportedHaysley Financial Services, INC.255 Primera Boulvard, Suite 160 · Lake Mary, FL 32746 · (407) 982-7000 · Financial planningCRD 145248 · % of assets, Hourly charges, Fixed fees · $12.0 million AUMState registeredNo commissions reportedJackson Wealth Management, LLC755 Primera Blvd, Suite 1001 · Lake Mary, FL 32746 · (407) 585-0235 · Financial planningCRD 147642 · % of assets, Hourly charges · $1.1 billion AUMSEC registeredNo commissions reported

All 13 in Lake Mary →