Kimberly Ann Allred
Investment adviser representative at Familywealth
16 yearsExperience
1 stateRegistered in
$394.6MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- FamilywealthOct 2025 to now
- El Capitan Advisors, LLCOct 2017 to now
- Bridgewater Wealth & Financial ManagementNov 2010 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Familywealth
Legal name: Familywealth Advisers LLC
$394.6MAssets managed
407Clients
15Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3106938
- Firm CRD
- 289193