# First Family Wealth

> First Family Wealth is a state-registered investment advisory firm in Murfreesboro, TN, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 338250
- Filed as: FIRST FAMILY WEALTH
- Legal name: First Family Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Murfreesboro, TN
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338250
- AdvisorCensus page: https://advisorcensus.com/firm/first-family-wealth-murfreesboro-tn-338250

## Quick answers

**How is First Family Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), First Family Wealth 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 First Family Wealth located?**
First Family Wealth's principal office is in Murfreesboro, TN, according to its Form ADV.

**Is First Family Wealth registered with the SEC or a state?**
First Family Wealth is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338250.

**How much does First Family Wealth manage?**
First Family Wealth reports $87,790,520 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary).

**What types of clients does First Family Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (137).

**Does First Family Wealth 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/338250

## 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: $87,790,520
- Discretionary: $87,790,520
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 137 | $87,426,847 |
| Charitable organizations | Fewer than 5 | $363,673 |

### 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: 2025 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- firstfamilywealth.com
- Facebook @firstfamilywealth
- LinkedIn @firstfamilywealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. First Family Wealth (CRD 338250): Form ADV filing data as of October 2026.