Overview
Assets Under Management: $100 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 41
Average Client Assets: $2.2 million
Frequently Asked Questions
FAMA FIDUCIARY WEALTH 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 #125627), FAMA FIDUCIARY WEALTH LLC is subject to fiduciary duty under federal law.
FAMA FIDUCIARY WEALTH LLC is headquartered in ROCHESTER, NY.
FAMA FIDUCIARY WEALTH LLC serves 41 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, FAMA FIDUCIARY WEALTH LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
FAMA FIDUCIARY WEALTH LLC manages $100 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, FAMA FIDUCIARY WEALTH LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.62%
Average Client Assets: $2.2 million
Total Client Accounts: 209
Discretionary Accounts: 209
Regulatory Filings
CRD Number: 125627
Filing ID: 2043928
Last Filing Date: 2026-01-30 13:32:48