FAMA FIDUCIARY WEALTH LLC

CRD 125627 · SEC 801-78791

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3445 WINTON PLACE, SUITE 242, ROCHESTER, NY, 14623, United States

Phone

585-292-6007

Fax

585-481-2097

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$99.9M

Discretionary AUM

$99.9M

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsWEBSITE

Client types

Type	Clients	AUM
Individuals	18	$10.0M
High net worth individuals	41	$89.5M
Corporations/business entities	2	$362K

States served

All web addresses on file

HTTP://WWW.ANDREWFAMA.COM
https://www.linkedin.com/in/famafiduciarywealth/
HTTP://WWW.FAMAWEALTH.COM

Official SEC filing: View on IAPD