Family Wealth Strategists, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Family Wealth Strategists, LLC is a newly formed registered investment adviser that provides discretionary investment management and written financial planning services to individuals and high-net-worth individuals. The firm emphasizes continuous personal client contact and may implement portfolios directly or through turnkey asset management programs (TAMPs).
The adviser’s investment process is primarily long-term and fiduciary-focused, using fundamental analysis augmented by regime analysis, quantitative methods, qualitative review, and scenario testing to set asset allocation and monitor positions. Portfolios are typically constructed with low-cost mutual funds and ETFs but may include individual stocks, bonds, options, alternative investments and, when appropriate, leveraged or inverse products, with discretionary authority to buy, sell, or rebalance to meet client objectives.
Distinctive features include that the firm reported no assets or clients at the time of its ADV filing yet has institutional platform access (including AssetMark) and the ability to refer clients to or implement strategies through TAMPs and related back-office services. The principal holds an Accredited Investment Fiduciary (AIF) designation, has a passive ownership interest in an entity associated with a turnkey platform, and offers hourly financial planning engagements—characteristics that differentiate it from many solo independent advisers.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%
Up to $400 per hour, negotiable based on services and relationship
Main office location
Family Wealth Strategists, LLC
20101 Sw Birch Street, Suite 210
Newport Beach CA 92660, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")