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FMA WEALTH MANAGEMENT, LLC

CRD 313049 · SEC 801-120645

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33 RAILROAD AVENUE, SUITE 2, DUXBURY, MA, 02332, United States

Phone

781-934-7880

Fax

781-934-8220

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$174.0M

Discretionary AUM

$174.0M

Team

2 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals92$39.3M
High net worth individuals52$131.0M

States served

CA, ME, MA, NY, NH, FL

All web addresses on file

Official SEC filing: View on IAPD