FAMILYWEALTH ADVISERS LLC of LAKE MARY, FL is an SEC-registered investment adviser (CRD 289193). Regulatory assets under management: $394.6M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.
| 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 | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2026-01-20 | regulatory | ALLEGATIONS RELATED TO THE LANGUAGE CONTAINED IN THE INVESTMENT ADVISORY AGREEMENT. | Final | $85K |
| City | State | Employees | Phone |
|---|---|---|---|
| PENSACOLA | FL | 2 | 850-912-6800 |
| DALLAS | TX | 2 | 214-624-1185 |
| PENSACOLA | FL | 2 | 850-912-6800 |
| DALLAS | TX | 2 | 214-624-1185 |
| ORLANDO | FL | 1 | 866-746-3743 |
| FRISCO | TX | 1 | 9726462525 |
| — | — | 1 | 479-305-3710 |
| FRISCO | TX | 1 | 9726462525 |
| NORTH ATTLEBORO | MA | 1 | 800-679-0665 |
| DENVER | CO | 1 | 303-256-6494 |
| — | — | 1 | 479-305-3710 |
| NORTH ATTLEBORO | MA | 1 | 800-679-0665 |
| DENVER | CO | 1 | 303-256-6494 |
| ORLANDO | FL | 1 | 866-746-3743 |