SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Private Family Wealth Advisors
Atlanta, GA
PFW Advisors, LLC, CRD 325119
Firm filing updated January 20, 2026 ·
- $393.2MAssets
- 1Advisory staff
- 371Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals74
- Individuals64
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 64 | $24.1 million |
| High net worth individuals | 74 | $362.7 million |
| Charitable organizations | Fewer than 5 clients | $3.3 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $3.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Assets and accounts
- Regulatory assets$393.2 million
- Accounts371
- Discretionary$392.3 million · 368 accounts
- Non-discretionary$955,868 · 3 accounts
People
- Employees4
- Advisory staff1
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: PFW Advisors, LLC SEC-registered investment advisor. CRD 325119, SEC file 801-127980.
- Registered with the SEC as an investment advisor (status date on record: May 15, 2023).
Is Private Family Wealth Advisors a fiduciary?
Short answer: Private Family Wealth Advisors is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.