Wealth manager, independent · Atlanta, GA
Private Family Wealth Advisors
PFW Advisors, LLC · SEC-registered investment adviser · CRD 325119 · SEC 801-127980
At a glance
Private Family Wealth Advisors is an SEC-registered investment adviser based in Atlanta, Georgia, with $393 million in regulatory assets under management as of its Form ADV filed January 20, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 138 individual clients. By Form ADV it is a wealth manager, ranked 3,545th of 8,915 wealth managers and 8,881st of 17,210 SEC-registered advisers by assets.
Main office 404-848-0950pfwadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $393M
- Rank among wealth managers
- #3,545 of 8,915
- Rank among all SEC RIAs
- #8,881 of 17,210
- Rank in Georgia
- #172 of 331
- Individual clients
- 138
- High-net-worth clients
- 74
- Accounts
- 371
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Scott R. MackenzieManaging Member and Chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 74 | $363M | 92% |
| Individuals | 64 | $24M | 6% |
| Charitable organizations | – | $3M | <1% |
| Corporations or other businesses | – | $3M | <1% |
Disciplinary disclosures
Private Family Wealth Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗pfwadvisors.com ↗
AtlasMembers
The full record on Private Family Wealth Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 6,074 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Private Family Wealth Advisors manage?
Private Family Wealth Advisors reports $393 million in regulatory assets under management across 371 accounts, 100% of it on a discretionary basis, on its Form ADV filed January 20, 2026.
What kind of firm is Private Family Wealth Advisors?
Private Family Wealth Advisors is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Private Family Wealth Advisors’s clients?
By assets, its largest client types are high-net-worth individuals ($363 million, 74 clients); individuals ($24 million, 64 clients); charitable organizations ($3 million).
Does Private Family Wealth Advisors have any disciplinary history?
Private Family Wealth Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Private Family Wealth Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-01-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →