BABYLON WEALTH MANAGEMENT LLC

Overview

Babylon Wealth Management LLC runs a compact, equity-centric advisory practice that emphasizes discretionary portfolio management and personalized financial planning for individuals and families. The firm implements portfolios largely through exchange-traded equities and ETFs, favoring liquid, tradeable instruments to build core exposure. Advisory services include ongoing portfolio oversight, hourly or fixed-fee planning engagements, and pension consulting for small businesses, with the advisor able to operate on both percentage-of-AUM and non-AUM fee arrangements. Investment preferences tilt toward active equity allocation delivered via separately managed accounts and model-like ETF sleeves. The firm does not position itself as an ESG-focused investor. Given the small client base and a high share of discretionary mandates, investment decisions appear centralized and manager-directed, allowing the firm to maintain concentrated equity exposures where they see conviction while using mutual funds and third-party real estate managers to add diversification or income when appropriate.

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Public Holdings

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Location & Offices