FMA Wealth Management, LLC
Firm details
- Headquarters
- Duxbury, Massachusetts
- CRD number
- 313049
- Registered since
- March 31, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.27%
- Individuals22.61%
- Corporations / Businesses2.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
FMA Wealth Management, LLC is an independent, owner-operated registered investment adviser that works primarily with individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM, hourly, and fixed fees. FMA Wealth Management is SEC-registered (registration began in 2021). The firm does not position itself as a capital allocator, does not claim ESG investing, and does not serve as a pension consultant.
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
- Exchange Traded Equities88%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$166M in ETFs
48%
$79.2M
49%
$86.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $17.9M | 252,964 | 10.76% |
Location
Duxbury, MA
Plymouth
Location
Duxbury, MA
Headquartered in Duxbury, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Plymouth
- Address
- 33 Railroad Ave
- Time zone
- ET (UTC-5)
- Office locations
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