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FFT WEALTH MANAGEMENT
FFT WEALTH MANAGEMENT LLC
CRD 151225 · SEC 801-70638
TWO LIBERTY PLACE, FLOOR 34, PHILADELPHIA, PA, 19102, United States
Phone
610-545-6100
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.34B
Discretionary AUM
$1.46B
Team
38 total employees; 24 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 73 | $2.33B |
| Investment companies | 1 | $12.1M |
States served
CA, MA, NY, NC, PA, FL
All web addresses on file
Official SEC filing: View on IAPD