FAMILYWEALTH ASSET MANAGEMENT

DALLAS, Texas·1 registered advisor·CRD# 147869
SEC# 801-696604214-624-1185
01

Firm Overview

AUM
$175M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Fixed fees
Other: A PERCENTAGE OF ASSETS UNDER OUR CLIENT'S MANAGEMENT
03

Specialties

Investment ManagementWealth Management
04

Advisors at FAMILYWEALTH ASSET MANAGEMENT

1 registered advisor
Wilbert Ernest Oakley
DALLAS, Texas
05

Office Locations

DALLAS, Texas
1 advisor

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Data sourced from SEC Form ADV filings. FAMILYWEALTH ASSET MANAGEMENT (CRD# 147869) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.