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Family Tree Wealth Advisors, LLC CRD 157777
$12.4M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2598 N Mt Juliet Rd Suite 100, Mt Juliet, TN 37122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-23 |
Branch Locations
2598 N Mt Juliet Rd Suite 100, Mt Juliet, TN 37122 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Tree Wealth Advisors, Llc (157777) | Mt Juliet | TN | 08/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-10-12 |
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