Investment adviser · CRD 157777
FAMILY TREE WEALTH ADVISORS, LLC
Investment adviser filing (IA)
MT JULIET, TN, United States · Form ADV filed Nov 18, 2011
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 18, 2011. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
2508-A N MT JULIET RDMT JULIET, TN, 37122, United States
CRD 157777
Filing source
Form ADV 591659 · Nov 18, 2011 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.