Fma Wealth Management, LLC
● SEC registered since 2021CRD 313049SEC# 801-120645Duxbury, MA
Reg. AUM
$174M
Employees
2
Accounts
435
Location
Duxbury, MA
Fma Wealth Management, LLC assets under management
Fma Wealth Management, LLC is an investment advisory firm registered with the SEC based in Duxbury, MA. The firm has been registered since 2021. It reports $174 million in regulatory assets under management and employs 2 people.
Fma Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Marc Morris Control | Managing Member And Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Fma Wealth Management, LLC manage?
Fma Wealth Management, LLC reports $174 million in regulatory assets under management on its Form ADV.
How many employees does Fma Wealth Management, LLC have?
Fma Wealth Management, LLC reports 2 employees.
Where is Fma Wealth Management, LLC located?
Fma Wealth Management, LLC is based in Duxbury, MA and has been SEC-registered since 2021.
Does Fma Wealth Management, LLC disclose fund performance?
Fma Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 33 Railroad Avenue, Suite 2, Duxbury, MA 02332 |
| Phone | 781-934-7880 |
| Fax | 781-934-8220 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$174M▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$174Mregulatory AUM
Discretionary $174M