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BABB WEALTH ADVISORS LLC
CRD 298347 · SEC 801-125695
19 W. ASPEN AVENUE, FLAGSTAFF, AZ, 86001, United States
Phone
928-526-2911
Fax
(928) 526-8414
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$209.4M
Discretionary AUM
$209.1M
Team
8 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; THIRD PARTY MANAGERS
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 266 | $134.7M |
| High net worth individuals | 81 | $74.3M |
States served
AZ, CA, CO, LA, OR, TX
All web addresses on file
Official SEC filing: View on IAPD