RIA Intel›Advisers›Georgia›FAMILYROOT WEALTH ADVISORS, LLC

FAMILYROOT WEALTH ADVISORS, LLC

Advisory

Data as of Feb 24, 2026 · Source: SEC Form ADV

Average account

$193K

across 27 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, GA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

11 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

RL WRIGHT & ASSOCIATES, LLC

SAVANNAH, GA

$5M

MASON WEALTH STRATEGIES, LLC

$5M

LKL ADVISORS, LLC

$5M

DEASIL WEALTH MANAGEMENT LLC

$5M

TEMPERANCE FINANCIAL SERVICES, LTD. CO

$5M

JOHN MASTERS, CPA, PC

ATLANTA, GA

$5M

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