FMA WEALTH MANAGEMENT, LLC

FMA WEALTH MANAGEMENT, LLC of DUXBURY, MA is an SEC-registered investment adviser (CRD 313049). Regulatory assets under management: $174.0M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

NameRoleLocation
James Marc MorrisMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
MORRIS JAMES MARCMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

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