FBA WEALTH MANAGEMENT, LLC

FBA WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 146390). Regulatory assets under management: $25.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 146390
• Type: Registered investment adviser
• Phone: 724-863-5043
• Latest filing: 2024-02-14
• Regulatory AUM: $25.0M
• Discretionary AUM: $15.2M
• Non-discretionary AUM: $9.8M
• Clients: 4
• Accounts: 537

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146390 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search