FAO WEALTH INC

FAO WEALTH INC of TRUMBULL, CT is an SEC-registered investment adviser (CRD 335746). Regulatory assets under management: $44.4M.

Registration

• CRD: 335746
• SEC file number: 801-132781
• Type: Registered investment adviser
• Location: 55 MERRITT BLVD, TRUMBULL, CT, 06611
• Phone: (203) 248-3076
• Latest filing: 2026-04-01
• Regulatory AUM: $44.4M
• Discretionary AUM: $44.4M
• Clients: 2
• Accounts: 131

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 335746 on SEC IAPD (source of record)
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