Overview
Assets Under Management: $157 million
Headquarters: DUXBURY, MA
High-Net-Worth Clients: 49
Average Client Assets: $2 million
Frequently Asked Questions
FMA WEALTH MANAGEMENT, 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 #313049), FMA WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FMA WEALTH MANAGEMENT, LLC is headquartered in DUXBURY, MA.
FMA WEALTH MANAGEMENT, LLC serves 49 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, FMA WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FMA WEALTH MANAGEMENT, LLC manages $157 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, FMA WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 429
Discretionary Accounts: 429
Regulatory Filings
CRD Number: 313049
Last Filing Date: 2025-01-31 00:00:00
Website: https://fmawm.com