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MABRY WEALTH MANAGEMENT, LLC
CRD 300368
9129 STRATHMORE LN, FORT WAYNE, IN, 46818, United States
Phone
(260) 600-0123
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$12.2M
Discretionary AUM
$12.2M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $8.2M |
| High net worth individuals | 2 | $4.0M |
All web addresses on file
Official SEC filing: View on IAPD