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PROVIDERS & FAMILIES WEALTH MANAGEMENT

Advisory

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

Rank in PA

#1,380

of 1,528 advisers by AUM

Average account

$118K

across 65 accounts

AUM per adviser

$4M

2 advisers

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

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients56

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA, 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

56 clients

1 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 PA

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

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WEALTHPROTECT ADVISORS LLC

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PEEPLES WEALTH MANAGEMENT LLC

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GLOBAL STEWARD ADVISORS, LLC

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