Fama Fiduciary Wealth LLC
● SEC registered since 2013CRD 125627SEC# 801-78791Rochester, NY
Reg. AUM
$99.9M
Employees
1
Accounts
209
Location
Rochester, NY
Fama Fiduciary Wealth LLC assets under management
Fama Fiduciary Wealth LLC is a registered investment adviser overseen by the SEC based in Rochester, NY. The firm has been registered since 2013. It reports $99.9 million in regulatory assets under management and employs 1 people.
Fama Fiduciary Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew John Fama Control | Managing Member And Cco | Over 75% | 2007 |
Frequently asked questions
How much does Fama Fiduciary Wealth LLC manage?
Fama Fiduciary Wealth LLC reports $99.9 million in regulatory assets under management on its Form ADV.
How many employees does Fama Fiduciary Wealth LLC have?
Fama Fiduciary Wealth LLC reports 1 employees.
Where is Fama Fiduciary Wealth LLC located?
Fama Fiduciary Wealth LLC is based in Rochester, NY and has been SEC-registered since 2013.
Does Fama Fiduciary Wealth LLC disclose fund performance?
Fama Fiduciary Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3445 Winton Place, Suite 242, Rochester, NY 14623 |
| Phone | 585-292-6007 |
| Fax | 585-481-2097 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$99.9M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$99.9Mregulatory AUM
Discretionary $99.9M