FW
Family Wealth Advisors
State-registered
Wealth Manager · Boutique (under $100M)
CRD 117475
· Farmington, UT
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ADV data as of May 04, 2026
- Regulatory AUM
- $45.2M
- Discretionary
- $45.2M
- Clients
- 77
- Avg AUM / client
- $587K
- Accounts
- 145
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 61 | $23.0M | 50.9% |
| High net worth individuals | 14 | $10.0M | 22.1% |
| Pension and profit sharing plans | 2 | $12.2M | 27.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Rodney Knight | Registered representative | Feb 2004 (23y) | ||
| James Rodney Knight | Registered representative | Oct 2011 (15y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 04, 2026.
View current Form ADV (SEC/IAPD) ↗