Overview
Assets Under Management: $209 million
Headquarters: FLAGSTAFF, AZ
High-Net-Worth Clients: 81
Average Client Assets: $0.9 million
Frequently Asked Questions
BABB WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298347), BABB WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
BABB WEALTH ADVISORS LLC is headquartered in FLAGSTAFF, AZ.
BABB WEALTH ADVISORS LLC serves 81 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, BABB WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BABB WEALTH ADVISORS LLC manages $209 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, BABB WEALTH ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.47%
Average Client Assets: $0.9 million
Total Client Accounts: 927
Discretionary Accounts: 924
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 298347
Filing ID: 2065580
Last Filing Date: 2026-03-19 18:05:13