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FMA Wealth Management
FMA Wealth Management is an SEC-registered investment adviser in Duxbury, MA, registered since 2021. The firm manages $174 million in assets.
Overview
FMA Wealth Management is an SEC-registered investment adviser in Duxbury, MA, registered since 2021. The firm manages $174 million in assets. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Year founded
2021
Location
Region
North America
Country
United States
City
Duxbury
Corporate office
Duxbury, MA, United States
Frequently asked questions
How is FMA Wealth Management governed?
The firm's Massachusetts business registration identifies a resident agent rather than family members as principals, a governance arrangement common among private Northeastern family offices that use professional corporate-administration services to shield beneficial owners from public record. Day-to-day investment and administrative decisions are managed internally by family-appointed professionals whose identities are not publicly disclosed.
Where is FMA Wealth Management's wealth sourced from?
The underlying family wealth source has not been publicly identified. The firm's Duxbury, Massachusetts location places it among numerous privately funded family offices along Boston's South Shore, an area with deep ties to industrial, financial, and technology wealth concentrated in New England over multiple generations.
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