FARNSLEY WEALTH MANAGEMENT, LLC
FARNSLEY WEALTH MANAGEMENT, LLC of PORT ST. JOE, FL is an SEC-registered investment adviser (CRD 125538). Regulatory assets under management: $72.7M.
Registration
- CRD: 125538
- SEC file number: 801-68498
- Type: Registered investment adviser
- Location: 202 MARINA DRIVE, PORT ST. JOE, FL, 32456
- Phone: 850-227-3336
- Latest filing: 2026-03-18
- Regulatory AUM: $72.7M
- Discretionary AUM: $2.5M
- Non-discretionary AUM: $70.2M
- Clients: 3
- Accounts: 113
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| FARNSLEY AARON STEPHEN | CHIEF COMPLIANCE OFFICER | — |
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