FMA WEALTH MANAGEMENT, LLC

33 Railroad Avenue
Suite 2
Duxbury, Massachusetts 02332
Tel: 781-934-7880

About FMA WEALTH MANAGEMENT, LLC

FMA WEALTH MANAGEMENT, LLC, formally registered with the SEC as FMA WEALTH MANAGEMENT, LLC. The firm was established in 03/31/2021. They have over 1 offices throughout the country.

FMA WEALTH MANAGEMENT, LLC is a Duxbury, Massachusetts based Financial Planning firm with nearly $157,397,852 assets under management, offering retirement planning & investment advisory services to 429 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313049
SEC#	801-120645
Assets Managed by Firm	$157,397,852
No. of Clients	429
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	429	$157,397,852
Individuals (other than high net worth individuals)	90	$35,801,337
High net worth individuals	49	$121,596,515

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