Greenwood Family Advisors LLC

Public-record details

Address

1395 Brickell Ave, Suite 800, Miami, FL 33131

Phone

(305) 648-6405

Listed under

Flat / fixed fees, % of assets managed

CRD number

304820

Registration

SEC registered since 2021-11-10

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees; Other (Consulting Fees)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$327.1 million

Accounts managed

120

Clients reported (Form ADV 5.D)

16

Individual / high-net-worth clients

2 / 13

Employees

3

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-02-09

SEC registered investment adviser, CRD 304820, 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

• SEC IAPD summary for CRD 304820 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

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. We do not rate or rank advisers.