# Private Family Wealth Advisors

> Private Family Wealth Advisors is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 325119
- Filed as: PRIVATE FAMILY WEALTH ADVISORS
- Legal name: PFW Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325119
- AdvisorCensus page: https://advisorcensus.com/firm/private-family-wealth-advisors-atlanta-ga-325119

## Quick answers

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

**Where is Private Family Wealth Advisors located?**
Private Family Wealth Advisors' principal office is in Atlanta, GA, according to its Form ADV.

**Is Private Family Wealth Advisors registered with the SEC or a state?**
Private Family Wealth Advisors is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325119.

**How much does Private Family Wealth Advisors manage?**
Private Family Wealth Advisors reports $393,214,505 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (100% discretionary).

**How have Private Family Wealth Advisors' assets and staff changed since 2023?**
In the Form ADV data for Private Family Wealth Advisors: Regulatory assets under management: $332,094,825 in the October 2023 data and $393,214,505 in the October 2026 data, up 18%. Total employees: 2 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Private Family Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (74); individuals (other than high net worth individuals) (64).

**Which custodians does Private Family Wealth Advisors use?**
Private Family Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Private 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 SEC record: https://adviserinfo.sec.gov/firm/summary/325119

**Does Private Family Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated January 20, 2026 says: "For individual accounts, our minimum relationship opening balance is $2 million, which may be negotiated or waived based upon certain circumstances."

**What changed in Private Family Wealth Advisors' recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 2 to 1.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated January 20, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> For individual accounts, our minimum relationship opening balance is $2 million, which may be negotiated or waived based upon certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $393,214,505
- Discretionary: $392,258,637
- Non-discretionary: $955,868

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 64 | $24,072,660 |
| High net worth individuals | 74 | $362,717,814 |
| Charitable organizations | Fewer than 5 | $3,312,943 |
| Corporations or other businesses not listed above | Fewer than 5 | $3,111,088 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [pfwadvisors.com](https://pfwadvisors.com)
- LinkedIn @pfw-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $332,094,825 | 2 | August 11, 2023 |
| October 2024 | $367,404,716 | 2 | April 12, 2024 |
| October 2025 | $385,949,930 | 4 | June 13, 2025 |
| October 2026 | $393,214,505 | 4 | January 20, 2026 |

Regulatory assets under management: $332,094,825 in the October 2023 data and $393,214,505 in the October 2026 data, up 18%.
Total employees: 2 in October 2023 and 4 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 2 to 1.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Private Family Wealth Advisors (CRD 325119): Form ADV filing data as of October 2026.