# FAMILY TREE WEALTH ADVISORS, LLC

FAMILY TREE WEALTH ADVISORS, LLC of MT JULIET, TN is an SEC-registered investment adviser.

## Registration

- CRD: 157777
- Type: SEC-registered investment adviser
- SEC file number: 801-72567
- 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)

| Name | Role | Location |
| --- | --- | --- |
| DAVIS SCOTT FREDERICK | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157777/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157777/similar
- Related entities: https://search.stillhousedata.com/firm/157777/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157777

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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.