Babb Wealth Advisors LLC

RIASEC Registered

Total AUM

$209M

Discretionary

$209M

100% of AUM

Avg account

$226K

Accounts

927

Employees

Advisory reps

Firm details

Headquarters: Flagstaff, Arizona
CRD number: 298347
Registered since: May 18, 2022
Website: babbgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: Individuals64.32%
HNWI35.47%
Pension & Profit Sharing Plans0.16%
Charitable Organizations0.05%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Babb Wealth Advisors LLC is an independent registered investment adviser that began SEC registration in 2022. Organized as a limited liability company, the firm serves individual and family clients and positions itself as a capital allocator, combining financial planning with discretionary portfolio management and manager selection. Core advisory services listed in filings include financial planning, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fee arrangements include a percentage-of-AUM component and other fee types. The firm does not identify as an active ESG investor.