General Partner · Familywealth
Alicia Martin
CRD 7002388 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Familywealth, an SEC-registered asset manager based in Lake Mary, FL with $395 million in regulatory assets, lists Alicia Martin on its Form ADV as General Partner, a control person. The SEC filings also name Alicia at 1 other registered adviser.
Firms and roles
- FamilywealthGeneral PartnerAsset manager · Lake Mary, FL · $395M in regulatory assets
- Familywealth Asset ManagementGeneral PartnerWealth manager · Lake Mary, FL · $177M in regulatory assets
AtlasMembers
Alicia’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Wilbert E. OakleyManaging Partner and CCO, Familywealth
- Christine M MoraDirector; Secretary; Counsel, Familywealth Asset Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alicia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.