Family Tree Wealth Advisors, LLC
Family Tree Wealth Advisors, LLC (CRD# 157777) is a financial advisory firm headquartered in Mount Juliet, TN. They manage $11,486,500 in 54 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Family Tree Wealth Advisors, LLC
By the Numbers
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Total Assets Under Management11MILLION
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Total Number of Accounts54ACCOUNTS
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Average Account Value$212,713
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TN
Financial Advisors at Family Tree Wealth Advisors, LLC
1
Scott Davis (CRD# 4252596) is an Investment Advisor Representative working at Family Tree Wealth Advisors, LLC in Mount Juliet, TN and has over 23 years of experience in the finance industry.
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