FamilyWealth Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$124,351,767
Clients
413
Advisors
4
across 3 offices
About
FamilyWealth Asset Management advises both individual investors — including high‑net‑worth clients — and institutional clients such as corporate pension and profit‑sharing plans, trusts, foundations, endowments, corporations and small businesses. The firm provides discretionary and non‑discretionary portfolio management, retirement plan consulting (including ERISA fiduciary services), and access to insurance products through affiliated insurance channels.
The firm describes a multi‑asset, dynamic investment approach that blends passive core exposures with higher‑conviction active and alternative sleeves to manage absolute risk and pursue excess return. Services are delivered through the FamilyWealth platform and a Turnkey Asset Management Program (TAMP) offering model portfolios, third‑party strategists, UMA/UMHA and SMA options, with advisor tooling, private‑labeled quarterly performance reporting and additional asset‑based platform fees shared with an affiliated adviser.
Distinctive features noted in the brochure include the integrated platform/TAMP structure and formal affiliation with a related registered investment adviser that operates the models, meaning clients who use those models are served by both entities — a structure that is less common among similar team firms. The brochure also discloses a January 2026 settled SEC matter concerning the firm’s client advisory agreement, with updated agreement language and a monetary settlement, a matter prospective clients may wish to review.
Client services
Expertise
Occupation focus
Fee options
$0+: 1.45% annually (Retail clients - flat rate) $500,000 - $1,000,000: 0.80% annually $1,000,000 - $2,000,000: 0.70% annually $2,000,000 - $5,000,000: 0.65% annually $5,000,000 - $10,000,000: 0.60% annually
FamilyWealth Platform asset-based fees: 0.30% on first $500,000; 0.25% on next $500,000; 0.20% on next $1,000,000; 0.15% on next $1,000,000; 0.10% on next $1,000,000; 0.05% on assets over $4,000,000
Account minimum: $500,000 for institutional accounts; no minimum for retail/individual accounts
Main office
See office255 Primera Blvd., Suite 160
Lake Mary FL 32746
Advisors at this office
2
Offices (3)
Most active in
Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Louisiana · Maryland · Massachusetts · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Jersey · New Mexico · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin · Wyoming
Also doing business as
Advisersource.Com · Austin Capital Asset Management, LLC · Austin Capital Management, LLC · Familywealth Advisers, LLC · Familywealth Asset Management · Gustafsson Wealth Management, Inc. · Mugarian Investment Group LLC · Sjp Capital Management, LLC · Sjp Capital Management, LLC Dba Austin Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Advisors at this firm
James M
Series 65
Masfield, MA
FamilyWealth Asset Management
James Mayer is a Series 65-licensed financial advisor with five years of industry experience. He is currently with FamilyWealth Asset Management and has previously worked at Voya Financial. Mayer is also president of Freedom America Retirement Services of New England, an insurance agency offering fixed insurance products. FamilyWealth Asset Management serves a diverse client base including individuals, high-net-worth households, and institutional clients. The firm employs a multi-asset, dynamic investment approach that integrates passive, active, and alternative strategies, supported by a platform-centric structure that includes proprietary technology and model portfolio implementation.
John M
Series 63, Series 65
Pensacola, FL
FamilyWealth Asset Management
John Mugarian is a financial advisor with FamilyWealth Asset Management in Pensacola, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Mugarian Investment Group, LLC and Painewebber Incorporated since 2000. Outside of his advisory role, he manages a vacation property in Gatlinburg, Tennessee. FamilyWealth Asset Management serves a diverse client base including individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, foundations, and small businesses. The firm employs a multi-asset, dynamic investment approach that integrates passive, active, and alternative strategies, supported by a proprietary platform that facilitates model portfolios, SMAs, UMAs, and overlay management.
Wilbert O
Series 65
Lake Mary, FL
FamilyWealth Asset Management
Wilbert Oakley III is a financial advisor with FamilyWealth Asset Management, holding a Series 65 credential and 18 years of industry experience. His prior work includes roles at Jolliffe Capital and Brookstone Capital Management LLC. Outside of his advisory duties, he is actively involved as an insurance producer specializing in fixed annuity and life insurance products. FamilyWealth Asset Management serves both individual and institutional clients, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and access to insurance products. The firm employs a multi-asset, dynamic investment approach that combines passive core exposures with active and alternative strategies, delivered through an integrated platform and Turnkey Asset Management Program.
Lu Y
Series 65
Lake Mary, FL
FamilyWealth Asset Management
Lu Yu is a financial advisor at FamilyWealth Asset Management with seven years of industry experience. He holds a Series 65 designation and has worked at FamilyWealth since 2018. In addition to his advisory role, he provides accounting services for Workplace Solutions, Inc. FamilyWealth Asset Management serves a diverse client base, including individuals, high-net-worth households, trusts, estates, pension and profit-sharing plans, foundations, and small businesses. The firm employs a multi-asset, dynamic investment approach combining passive, active, and alternative strategies, supported by a proprietary platform that facilitates portfolio management and client services.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")