FAMILY TREE WEALTH ADVISORS, LLC

FAMILY TREE WEALTH ADVISORS, LLC of MT JULIET, TN is an SEC-registered investment adviser (CRD 157777). Regulatory assets under management: $12.4M.

Registration

• CRD: 157777
• SEC file number: 801-72567
• Type: Registered investment adviser
• Location: 2598 N MT JULIET RD, MT JULIET, TN, 37122
• Phone: 615-553-2704
• Latest filing: 2026-03-11
• Regulatory AUM: $12.4M
• Discretionary AUM: $12.3M
• Non-discretionary AUM: $31K
• Clients: 1
• Accounts: 63

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157777 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search