Sabbia Faro Wealth Management LLC
RIASEC RegisteredEst. 2025
Total AUM
$50.6M
Discretionary
$21.5M
43% of AUM
Avg account
$888K
Accounts
57
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 306358
- Registered since
- March 24, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.36%
- Individuals3.64%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sabbia Faro Wealth Management LLC is an individual-owned limited liability company registered with the SEC in 2025 that provides fee-based portfolio management for individuals, families, and small businesses. The firm charges a percentage of assets under management and focuses on direct portfolio management rather than acting as a capital allocator or a pension consultant. Sabbia Faro does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds34%
Contacts
1 of 1
Tonia Gustafson
FounderCRD 2265097
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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