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FWG INVESTMENTS, LLC

UUIDb1396a85-4b99-5120-947b-ec18f37a933d
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 284064 284064 1.0
sec_file_number 801-112954 801-112954

Profile

WebsiteHTTP://WWW.THEFAMILYWEALTHGROUP.COM
HQ CityLEXINGTON
HQ StateKY
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)250,080,209.0
  • RAUM (discretionary)250,080,209.0
  • Actionable assets27,308,235.0
  • Accounts2,525.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM716,313.0
  • HNW AUM26,591,922.0

As of 2025-03-21 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.