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, individual-owned registered investment adviser that began SEC registration in 2021. The firm focuses on wealth management and financial planning for individuals, families and small-business owners, offering portfolio management alongside financial planning services. Its billing mixes a percentage-of-assets model with hourly and fixed-fee arrangements. FMA does not self-identify as an active ESG investor, is not a multi-state or pension consultant adviser, and does not act as a capital allocator to third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
1 of 1JAMES MORRIS
Managing PartnerCRD 705495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$155M in ETFs
48%
$74.5M
50%
$80.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $16.7M | 260,071 | 10.74% |
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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