# FAMILYWEALTH ADVISERS LLC

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

## Registration

- CRD: 289193
- Type: SEC-registered investment adviser
- SEC file number: 801-111050
- Location: 255 PRIMERA BLVD, SUITE 160, LAKE MARY, FL, 32746
- Phone: (866) 746-3743
- Latest filing: 2026-03-31
- Regulatory AUM: $394.6M
- Discretionary AUM: $127.9M
- Non-discretionary AUM: $266.8M
- Clients: 13
- Accounts: 687

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Wilbert Ernest Oakley | MANAGING PARTNER AND CCO | — |
| Alicia Martin | GENERAL PARTNER | — |
| JOLLIFFE PATRICK STEPHENSON | CCO; CHIEF COMPLIANCE OFFICER; PARTNER (+2 more) | — |
| Ponicki Charles John | CHIEF COMPLIANCE OFFICER | — |
| BEARD GREGORY ROBERTS | CCO | — |
| Martin Alicia | GENERAL PARTNER | — |
| WU TAO | GENERAL PARTNER | — |
| Kessel Joseph Keith | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL; EXECUTIVE VICE PRESIDENT OF COMPLIANCE & GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER | — |
| Alvarez John David | VICE PRESIDENT; BRANCH OFFICE MANAGER | — |
| OAKLEY WILBERT ERNEST | CHIEF COMPLIANCE OFFICER; MANAGING PARTNER AND CCO; 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 | $85K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289193/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289193/similar
- Related entities: https://search.stillhousedata.com/firm/289193/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289193

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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.