# Family Wealth Advisors

> Family Wealth Advisors is a state-registered investment advisory firm in Farmington, UT, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 4, 2026.

- CRD: 117475
- Filed as: FAMILY WEALTH ADVISORS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Farmington, UT
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117475
- AdvisorCensus page: https://advisorcensus.com/firm/family-wealth-advisors-farmington-ut-117475

## Quick answers

**How is Family Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Family Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Family Wealth Advisors located?**
Family Wealth Advisors' principal office is in Farmington, UT, according to its Form ADV.

**Is Family Wealth Advisors registered with the SEC or a state?**
Family Wealth Advisors is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 117475.

**How much does Family Wealth Advisors manage?**
Family Wealth Advisors reports $45,187,000 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (100% discretionary).

**What types of clients does Family Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (61); high net worth individuals (14); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Family Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117475

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $45,187,000
- Discretionary: $45,187,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $23,000,000 |
| High net worth individuals | 14 | $10,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $12,187,000 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (22 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Wealth Advisors (CRD 117475): Form ADV filing data as of October 2026.