BABIN WEALTH MANAGEMENT

Overview

Babin Wealth Management is an independent registered investment adviser structured as a limited liability company that serves individual and family clients as well as small businesses. The firm centers its practice on financial planning and portfolio management, operating primarily on a fee model that includes a percentage of assets under management plus hourly and fixed-fee engagements. Decision-making is largely discretionary—the adviser manages client portfolios directly rather than operating as a capital allocator to external funds. Investment positioning is conservative-to-moderate with a clear tilt toward pooled public vehicles. The firm does not emphasize ESG integration and is not set up as a multi-state or pension consultant adviser. Where the firm uses alternatives, it does so through third-party commodity managers and pooled vehicles rather than running in-house private funds.

Assets & Accounts

Investments & Alternatives

Location & Offices