FBA Wealth Management, LLC
RIASEC Registered
Total AUM
$25M
Discretionary
$15.2M
61% of AUM
Avg account
$46.6K
Accounts
537
Employees
4
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 146390
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
FBA Wealth Management, LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm adopts a fee structure based on a percentage of assets under management (AUM) and engages in insurance brokerage activities. While it does not actively pursue Environmental, Social, and Governance (ESG) investments, FBA Wealth Management has a diverse client base, primarily consisting of individual and family clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities5%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Contacts
1 of 1
James Reynolds
Managing Member, PrincipalCRD 1911474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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