Familywealth Advisers Llc
- Regulatory AUM
- $395M
- Discretionary
- $128M
- Clients
- 407
- Avg AUM / client
- $970K
- Accounts
- 687
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 356 | $59.8M | 15.1% |
| High net worth individuals | 26 | $87.9M | 22.3% |
| Pension and profit sharing plans | 24 | $247M | 62.6% |
| Corporations and other businesses | 1 | $100 | 0.0% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wilbert Ernest Oakley | Managing Partner And Cco | Jan 2018 (9y) | Less than 5% | |
| Martin, Alicia | General Partner | Jan 2021 (6y) | GP / trustee / elected manager of Familywealth Inc. (indirect) | |
| Mark Todd Jordan | Registered representative | Dec 2017 (9y) | ||
| Steven Joseph Slomberg | Registered representative | Jan 2018 (9y) | ||
| Amanda Mariea Morris | Registered representative | Jul 2019 (7y) | ||
| John Michael Mugarian | Registered representative | Dec 2020 (6y) | ||
| Nafees Alam | Registered representative | Dec 2020 (6y) | ||
| James Arthur Mayer | Registered representative | Jan 2021 (6y) | ||
| Jeremy Todd Patton | Registered representative | Mar 2022 (4y) | ||
| Geoffrey Dean Voorhees | Registered representative | Feb 2023 (3y) | ||
| Zachary Norman Griswold | Registered representative | Sep 2024 (2y) | ||
| Dominick Carle Sparcella | Registered representative | Mar 2025 (1y) | ||
| Lisa Maria Martinez | Registered representative | Aug 2025 (1y) | ||
| Kimberly Ann Allred | Registered representative | Oct 2025 (1y) | ||
| Lee Anthony Schwartz | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Familywealth Inc. | Corporation | Jan 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 03/31/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- The Vanguard Group, Inc. $187M (47% of AUM) Mar 2026
- Fidelity Distributors Company Llc $78.0M (20% of AUM) Mar 2026
- Austin Capital Trust Company $69.0M (17% of AUM) Mar 2026
- Charles Schwab & Co. $42.2M (11% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $14.6M (11% of AUM) Jul 2019
- E*TRADE (Morgan Stanley) $12.7M (5% of AUM) Jan 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗