# FAMILYWEALTH ASSET MANAGEMENT

FAMILYWEALTH ASSET MANAGEMENT of LAKE MARY, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 147869
- Type: SEC-registered investment adviser
- SEC file number: 801-69660
- Location: 255 PRIMERA BLVD, SUITE 160, LAKE MARY, FL, 32746
- Phone: 866-746-3743
- Latest filing: 2026-03-31
- Regulatory AUM: $177.0M
- Discretionary AUM: $147.7M
- Non-discretionary AUM: $29.3M
- Clients: 4
- Accounts: 753

## Business model

- Compensation: % of AUM, Subscription, Other
- Clients served: High net worth, Pooled vehicles, Charities, Corporations, Other

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Wilbert Ernest Oakley | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT; BRANCH OFFICE MANAGER | — |
| Alicia Martin | GENERAL PARTNER | — |
| Christine M Mora | DIRECTOR; SECRETARY; COUNSEL | — |
| PARK DAVID JOON CHOL | ELECTED MANAGER; MANGER | — |
| JOLLIFFE PATRICK STEPHENSON | VICE PRESIDENT; BRANCH OFFICE MANAGER | — |
| MORA CHRISTINE M | CHIEF COMPLIANCE OFFICER; COUNSEL; DIRECTOR; SECRETARY; COUNSEL | — |
| GUINN ROBERT LEE | CHIEF COMPLIANCE OFFICER | — |
| GUINN ROBERT | CHIEF COMPLIANCE OFFICER | — |
| Martin Alicia | GENERAL PARTNER | — |
| Kessel Joseph Keith | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | — |
| Alvarez John David | VICE PRESIDENT; BRANCH OFFICE MANAGER | — |
| OAKLEY WILBERT ERNEST | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT; BRANCH OFFICE MANAGER | — |


## Disclosures (1)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2026-01-20 | regulatory | ALLEGATIONS RELATED TO THE LANGUAGE CONTAINED IN THE INVESTMENT ADVISORY AGREEMENT | Final | $65K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147869/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147869/similar
- Related entities: https://search.stillhousedata.com/firm/147869/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147869

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.