MABRY WEALTH MANAGEMENT, LLC

MABRY WEALTH MANAGEMENT, LLC of FORT WAYNE, IN is an SEC-registered investment adviser (CRD 300368). Regulatory assets under management: $12.2M.

Registration

• CRD: 300368
• Type: Registered investment adviser
• Location: 9129 STRATHMORE LN, FORT WAYNE, IN, 46818
• Phone: (260) 600-0123
• Latest filing: 2026-02-26
• Regulatory AUM: $12.2M
• Discretionary AUM: $12.2M
• Clients: 1
• Accounts: 217

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, 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 300368 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search