Fama Fiduciary Wealth LLC

RIASEC Registered

Total AUM

$119M

Discretionary

$119M

100% of AUM

Avg account

$549K

Accounts

217

Employees

Advisory reps

Firm details

Headquarters: Manchester, Missouri
CRD number: 125627
Registered since: November 12, 2013
Website: famawealth.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89.92%
Individuals9.72%
Corporations / Businesses0.36%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Fama Fiduciary Wealth LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (first registered in 2013) and acts as a capital allocator, serving both individual and family clients as well as institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Service capabilities listed on the firm’s disclosure emphasize comprehensive financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting, manager selection and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor.