FAMILYROOT WEALTH ADVISORS, LLC

FAMILYROOT WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 338085). Regulatory assets under management: $5.2M.

Registration

• CRD: 338085
• Type: Registered investment adviser
• Phone: (678) 824-8420
• Latest filing: 2026-02-24
• Regulatory AUM: $5.2M
• Discretionary AUM: $5.2M
• Clients: 1
• Accounts: 27

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338085 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search