John Michael Mugarian

Familywealth

36 Years of Experience

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Firm Information

Familywealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

13 advisors

Number of Clients

367 clients

Average Client Portfolio

$944K average

Assets Under Management

$346.3M

Fee Structure

This firm's brochure has been updated to provide updated information related to FWA’s fees and compensation. Please contact us at 866 -746-3743 or via email at info@familywealth.us for more information.

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Areas of Practice

Investment Management

Advisor Information

Office location

4309 Spanish Trail, Pensacola, FL, 32504

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

December 2016

Final

Customer Dispute

May 2003

Settled

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Other Business Activities

John is the Managing Member of 141 White Oak, LLC, which owns and manages a vacation property in Gatlinburg, Tennessee, since 2020. He spends minimal time on the management of this property.