# Family Wealth Strategists, LLC

> Family Wealth Strategists, LLC is a state-registered investment advisory firm in Newport Beach, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 340841
- Filed as: FAMILY WEALTH STRATEGISTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340841
- AdvisorCensus page: https://advisorcensus.com/firm/family-wealth-strategists-llc-newport-beach-ca-340841

## Quick answers

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

**Where is Family Wealth Strategists, LLC located?**
Family Wealth Strategists, LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Family Wealth Strategists, LLC registered with the SEC or a state?**
Family Wealth Strategists, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340841.

**How much does Family Wealth Strategists, LLC manage?**
Family Wealth Strategists, LLC reports $0 in regulatory assets under management in its Form ADV filing dated May 5, 2026.

**Does Family Wealth Strategists, LLC 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/340841

## From the Form ADV filing

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

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

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- familywealthstrategist.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Wealth Strategists, LLC (CRD 340841): Form ADV filing data as of October 2026.