BABYLON WEALTH MANAGEMENT LLC

BABYLON WEALTH MANAGEMENT LLC of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 283309). Regulatory assets under management: $35.8M.

Registration

• CRD: 283309
• Type: Registered investment adviser
• Location: 1501 N. BROADWAY, WALNUT CREEK, CA, 94596
• Phone: 925-448-9880
• Latest filing: 2026-04-07
• Regulatory AUM: $35.8M
• Discretionary AUM: $34.0M
• Non-discretionary AUM: $1.8M
• Clients: 1
• Accounts: 45

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283309 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search