SABBIA FARO WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2025
Total AUM
$50.6M
Discretionary
$21.5M
43% of AUM
Avg account
$888K
Accounts
57
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 66%, Public Funds/Mutual Funds 34%66%
  • Exchange Traded Equities66%
  • Public Funds/Mutual Funds34%

Contacts

1 of 1
  • TONIA GUSTAFSON

    FounderCRD 2265097

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth