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Michael James French

Financial Gravity Family Office Services, LLC

Austin, TX

Lakeway, TX

CRD 6501322

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Employer firm

Financial Gravity Family Office Services, LLC CRD 316024

$590M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Financial Gravity Family Office Services, Llc

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-12
NM RA APPROVED 2024-07-25
TX RA APPROVED 2024-04-10
  • NY RA
    APPROVED
    Since 2026-01-12
  • NM RA
    APPROVED
    Since 2024-07-25
  • TX RA
    APPROVED
    Since 2024-04-10

Branch Locations

Austin, TX • United States

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Assetbuilder Plano TX 10/2014 01/2019
Assetbuilder Plano TX 01/2019 07/2021
Thrivent Advisor Network, Llc Austin TX 07/2021 12/2022
49 Wealth Management, Llc Austin TX 01/2023 04/2024
Financial Gravity Family Office Services, Llc Lakeway TX 04/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-20
  • S65 Uniform Investment Adviser Law Examination
    2018-01-20
Other Names
  • Michael J French

View on SEC IAPD

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