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FBA Wealth Management, LLC
FBA Wealth Management, LLC is an SEC-registered investment adviser with $25 million in regulatory assets under management.
FBA Wealth Management, LLC
FBA Wealth Management, LLC is an SEC-registered investment adviser with $25 million in regulatory assets under management. The firm manages $15 million on a discretionary basis. It has 4 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Is FBA Wealth Management a single-family office?
Based on its SEC registration as an investment adviser, FBA Wealth Management appears to serve multiple clients rather than a single family. The firm's structure is consistent with a multi-family office or typical RIA.
What is the regulatory status of FBA Wealth Management?
FBA Wealth Management, LLC is registered with the SEC as an investment adviser under the Investment Advisers Act of 1940, which requires disclosure of assets under management, fee schedules, and conflicts of interest.
What investment services does FBA Wealth Management offer?
The firm's SEC Form ADV indicates it offers discretionary portfolio management and financial planning. Typical offerings for such firms include asset allocation, manager selection, and performance reporting.
Who are the key principals at FBA Wealth Management?
No named principals have been identified in publicly available sources. The firm's management team is not detailed in SEC filings or other public records.
What is the wealth origin of FBA Wealth Management's clients?
The wealth origin is not publicly disclosed. The firm's SEC registration does not require disclosure of client backgrounds or wealth sources.
Does FBA Wealth Management invest in direct deals or only funds?
This is not known. The firm's SEC filing does not specify direct vs. fund-based investing, though most RIAs at this scale use third-party fund managers rather than direct buyouts.
What is the minimum asset level to work with FBA Wealth Management?
No account minimums have been published. Many similar RIAs require $1M to $5M in investable assets but this is unconfirmed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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