# FMA WEALTH MANAGEMENT, LLC

FMA WEALTH MANAGEMENT, LLC of DUXBURY, MA is an SEC-registered investment adviser.

## Registration

- CRD: 313049
- Type: SEC-registered investment adviser
- SEC file number: 801-120645
- Location: 33 RAILROAD AVENUE, SUITE 2, DUXBURY, MA, 02332
- Phone: 781-934-7880
- Latest filing: 2026-02-27
- Regulatory AUM: $174.0M
- Discretionary AUM: $174.0M
- Clients: 2
- Accounts: 435

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| James Marc Morris | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| MORRIS JAMES MARC | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313049/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313049/similar
- Related entities: https://search.stillhousedata.com/firm/313049/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313049

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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.