FRG Family Wealth Advisors
SEC RegisteredAbout the firm
FRG Family Wealth Advisors was a wealth management firm built for high-net-worth families both locally and nationally, based in Bellevue, WA.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, including financial planning, cash flow planning, tax strategies, and investment management.
Who they serve
High-net-worth families, both locally and nationally, including multi-generational family members.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 152 | $36M |
| High Net Worth Individuals | 113 | $724M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| State/Municipal Entities | 11 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| $1,000,000.01 - $3,000,000 | 0.50% |
| $3,000,000.01 - $20,000,000 | 0.30% |
| $20,000,000.01 and above | 0.20% |
Data as of March 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FRG Family Wealth Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched