SABBIA FARO WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- ,
- CRD number
- 306358
- Registered since
- March 24, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.36%
- Individuals3.64%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sabbia Faro Wealth Management LLC is a small, client-focused registered investment adviser that manages portfolios for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and runs both discretionary and non‑discretionary relationships. Investment activity is tilted toward publicly traded equities delivered through exchange‑traded vehicles and separately managed accounts, with a stated preference for equity exposure rather than bond‑heavy or alternative allocations. The firm does not position itself as an ESG investor and concentrates on straightforward portfolio management rather than pension consulting or multi‑state advisory complexity.
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 Equities66%
- Public Funds/Mutual Funds34%
Contacts
1 of 1TONIA GUSTAFSON
FounderCRD 2265097
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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