Investment adviser · CRD 282542
FRG FAMILY WEALTH ADVISORS
Investment adviser filing (IA)
FINANCIAL RESOURCES GROUP.COM LLC
BELLEVUE, WA, United States · Form ADV filed Mar 21, 2026
- Regulatory AUM
- $834M Form ADV · Item 5.F
- Client accounts
- 684 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 113 | $724,138,779 | 86.9% |
| Corporations & businesses | 7 | $55,438,620 | 6.6% |
| Individuals | 152 | $36,282,908 | 4.4% |
| Charities | 11 | $17,838,796 | 2.1% |
Filing source
Form ADV 2078332 · Mar 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: Mar 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
10900 NE 8TH STREET, SUITE 1600BELLEVUE, WA, 98004, United States
CRD 282542
Filing source
Form ADV 2078332 · Mar 21, 2026 · 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.