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FAO WEALTH INC
CRD 335746 · SEC 801-132781
55 MERRITT BLVD, TRUMBULL, CT, 06611, United States
Phone
(203) 248-3076
Fax
(203) 230-2120
Registration
— (—)
Source
State registered
Total AUM
$44.4M
Discretionary AUM
$44.4M
Team
2 total employees; 2 advisory reps; 70 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $18.8M |
| High net worth individuals | 13 | $23.1M |
| Charitable organizations | 1 | $119K |
All web addresses on file
Official SEC filing: View on IAPD