# Family Wealth Management

> Family Wealth Management is a state-registered investment advisory firm in Elko, MN, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 6, 2026.

- CRD: 329463
- Filed as: FAMILY WEALTH MANAGEMENT
- Legal name: Family Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Elko, MN
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329463
- AdvisorCensus page: https://advisorcensus.com/firm/family-wealth-management-elko-mn-329463

## Quick answers

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

**Where is Family Wealth Management located?**
Family Wealth Management's principal office is in Elko, MN, according to its Form ADV.

**Is Family Wealth Management registered with the SEC or a state?**
Family Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329463.

**How much does Family Wealth Management manage?**
Family Wealth Management reports $28,648,060 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (100% discretionary).

**What types of clients does Family Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (37).

**Does Family Wealth Management 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/329463

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $28,648,060
- Discretionary: $28,648,060
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $3,493,227 |
| High net worth individuals | 37 | $25,154,833 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- familywm.org

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Wealth Management (CRD 329463): Form ADV filing data as of October 2026.