FW
Family Wealth Coaching, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 290736
· Plano, TX
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ADV data as of Nov 16, 2021
- Regulatory AUM
- $42.6K
- Discretionary
- $0
- Clients
- 2
- Avg AUM / client
- $21.3K
- Accounts
- 2
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2 | $42.6K | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aaron Russell Miller | Registered representative | Feb 2018 (9y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 11/16/2021 | 994 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- E*TRADE (Morgan Stanley) $42.6K (100% of AUM) Nov 2021
- Trust Company Of America $10.6K (25% of AUM) Nov 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Nov 16, 2021.
View current Form ADV (SEC/IAPD) ↗