RIA Intel›Advisers›Tennessee›FIRST FAMILY WEALTH LLC

FIRST FAMILY WEALTH LLC

Advisory

MURFREESBORO, TN

Data as of Aug 25, 2026 · Source: SEC Form ADV

Rank in TN

#297

of 380 advisers by AUM

Average account

$318K

across 276 accounts

AUM per adviser

$88M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM

$88M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$88M

Discretionary AUM$88M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients137

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN, 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

137 clients

137 high-net-worth

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

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

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ALLIED INVESTMENTS OF TENNESSEE, LLC

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