Familywealth

Firm record

As recorded in SEC IAPD

Firm CRD

289193

SEC number

801-111050

Firm type

RIA

Assets under management

$394.6M as of Mar 31, 2026

Website

www.facebook.com/FamilyWealthUSA ↗

Phone

(866) 746-3743

Address

255 Primera Blvd, Lake Mary, FL, 32746

Advisors at this firm

12 in our index · page 1 of 1

• Nafees AlamCRD 5739032 · Pensacola, FL
  IA RegisteredRegistration inactive
• Kimberly Ann AllredCRD 3106938 · Palo Alto, CA
  IA Registered
• Zachary Norman GriswoldCRD 7645786 · Western Grove, AR
  IA Registered
• Mark Todd JordanCRD 1376067 · Panama City Beach, FL
  IA RegisteredBroker
• Lisa Maria MartinezCRD 2414127 · Denver, CO
  IA Registered
• John Michael MugarianCRD 1983612 · Pensacola, FL
  IA Registered
  Disclosure event(s) on record
• Amanda Mariea MorrisCRD 5609690 · Dallas, TX
  IA RegisteredRegistration inactive
• Jeremy Todd PattonCRD 7518174 · Frisco, TX
  IA Registered
• Steven Joseph SlombergCRD 2442979 · Stow, OH
  IA RegisteredRegistration inactive
• Lee Anthony SchwartzCRD 7898638 · White Bear Lake, MN
  IA Registered
• Dominick Carle SparcellaCRD 8049259 · Lafayette, LA
  IA Registered
• Geoffrey Dean VoorheesCRD 3038954 · Lake Mary, FL
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.