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FAMILYWEALTH ADVISERS LLC
FAMILYWEALTH ADVISERS LLC
FAMILYWEALTH
LAKE MARY, Florida
·
5 registered advisors
·
CRD# 289193
SEC# 801-111050
9
(866) 746-3743
01
Firm Overview
AUM
$316M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FAMILYWEALTH ADVISERS LLC
5 registered advisors
Charles John Ponicki
DENVER, Colorado
CRD# 6837231
John David Alvarez
LAKE MARY, Florida
CRD# 7097317
Patrick Stephenson Jolliffe
LAKE MARY, Florida
CRD# 2531902
Patrick Stephenson Jolliffe
DENVER, Colorado
CRD# 5316448
Tao Wu
DENVER, Colorado
CRD# 6933392
05
Office Locations
DENVER, Colorado
3 advisors
LAKE MARY, Florida
2 advisors
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Data sourced from SEC Form ADV filings. FAMILYWEALTH ADVISERS LLC (CRD# 289193) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.