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Family And Money Matters CRD 313222
$21.5M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4531 Ponce De Leon Boulevard Suite 200, Coral Gables, FL 33146 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-29 |
Branch Locations
4531 Ponce De Leon Boulevard Suite 200, Coral Gables, FL 33146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elaine King, Llc D.b.a. Family And Money Matters | Coral Gables | FL | 09/2019 | Present |
| Wealth Solutions Family Office | Miami | FL | 07/2018 | 08/2019 |
| Elaine King, Llc D.b.a. Family And Money Matters | Miami | FL | 07/2016 | 12/2017 |
| Wealth Solutions Family Office | Miami | FL | 12/2017 | 06/2018 |
| Elaine King, Llc D.b.a. Family And Money Matters | Coral Gables | FL | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-12-14 |
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