# FAC WEALTH MANAGEMENT, LLC

FAC WEALTH MANAGEMENT, LLC of NAPLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 145539
- Type: SEC-registered investment adviser
- SEC file number: 801-68534
- Location: 9015 STRADA STELL COURT, SUITE 104, NAPLES, FL, 34109
- Phone: (239) 596-0118
- Latest filing: 2010-03-30
- Regulatory AUM: $199.5M
- Discretionary AUM: $199.5M
- Clients: 1
- Accounts: 1,104

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| BAKER LYNN EDWARD | CHIEF EXECUTIVE OFFICER; SHAREHOLDER | — |
| BERNSTEIN DANIEL ADAM | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| KELLER BRANT MITCHELL | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| KELLER DONNA HENSON | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| REEDY CHRISTOPHER JAMES | CHIEF COMPLIANCE OFFICER | — |
| MERKEL STEVEN TROY | MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145539/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145539/similar
- Related entities: https://search.stillhousedata.com/firm/145539/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145539

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.