Investment adviser · CRD 325119
PRIVATE FAMILY WEALTH ADVISORS
Investment adviser filing (IA)
PFW ADVISORS, LLC
ATLANTA, GA, United States · Form ADV filed Jan 20, 2026
- Regulatory AUM
- $393M Form ADV · Item 5.F
- Client accounts
- 371 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 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 | 74 | $362,717,814 | 92.2% |
| Individuals | 64 | $24,072,660 | 6.1% |
| Charities | Fewer than 5 | $3,312,943 | 0.8% |
| Corporations & businesses | Fewer than 5 | $3,111,088 | 0.8% |
Filing source
Form ADV 2039689 · Jan 20, 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: Jan 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
3350 RIVERWOOD PKWY SE, SUITE 650ATLANTA, GA, 30339-6401, United States
CRD 325119
Filing source
Form ADV 2039689 · Jan 20, 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.