BABB WEALTH ADVISORS LLC

19 W. Aspen Avenue
Flagstaff, Arizona 86001
Tel: 928-526-2911

About BABB WEALTH ADVISORS LLC

BABB WEALTH ADVISORS LLC, formally registered with the SEC as BABB WEALTH ADVISORS LLC. The firm was established in 05/18/2022. They have over 1 offices throughout the country.

BABB WEALTH ADVISORS LLC is a Flagstaff, Arizona based Financial Planning firm with nearly $116,511,177 assets under management, offering retirement planning & investment advisory services to 697 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298347
SEC#	801-125695
Assets Managed by Firm	$116,511,177
No. of Clients	697
No. of Advisors	5

Fee Structure

A percentage of AUM
Other (THIRD PARTY MANAGERS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	697	$116,511,177
Individuals (other than high net worth individuals)	246	$46,685,094
High net worth individuals	61	$69,735,177
Charitable organizations	1	$90,906

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