KA
Firm Information
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.
Areas of Practice
Investment Management
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Advisor Information
Office location
228 Hamilton Avenue, 3rd Floor, Palo Alto, CA, 94301
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Familywealth
June 2021 - Present · 4 yrs 7 mos
Previous Registrations
El Capitan Advisors
February 2018 - May 2021 · 3 yrs 3 mos
Bridgewater Wealth & Financial Management, LLC
June 2015 - October 2017 · 2 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.