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Director; Secretary; Counsel · Familywealth Asset Management

Christine M Mora

CRD 2946156 · Named on Form ADV at one SEC-registered adviser

At a glance

Familywealth Asset Management, an SEC-registered wealth manager based in Lake Mary, FL with $177 million in regulatory assets, lists Christine M Mora on its Form ADV as Director; Secretary; Counsel.

Firms and roles

AtlasMembers

Christine’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 the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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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. OakleyVice President; Branch Office Manager, 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 Christine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.