# FBA Wealth Management, LLC

FBA Wealth Management, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 146390
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146390

## About

FBA Wealth Management, LLC is a state-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.

## Questions

### What is the regulatory status of FBA Wealth Management?

FBA Wealth Management, LLC as an investment adviser under the Investment Advisers Act of 1940, which requires disclosure of assets under management, fee schedules, and conflicts of interest.

### 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.

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Last updated: 2026-08-14T12:30:00.000Z

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