FAMILY WEALTH ADVISORS

FAMILY WEALTH ADVISORS of FARMINGTON, UT is an SEC-registered investment adviser (CRD 117475). Regulatory assets under management: $45.2M.

Registration

• CRD: 117475
• Type: Registered investment adviser
• Location: 670 WEST SHEPARD LANE, FARMINGTON, UT, 84025
• Phone: 801-447-4656
• Latest filing: 2026-05-04
• Regulatory AUM: $45.2M
• Discretionary AUM: $45.2M
• Clients: 3
• Accounts: 145

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117475 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search