FAMA FIDUCIARY WEALTH LLC
CRD #125627 SEC #801-78791 ROCHESTER, NY 585-292-6007
SEC Registered
Total AUM
$88.3M
Discretionary
$86.8M
Employees
1
Clients
26
Accounts
213
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $88.3M | $86.8M | $1.4M | 1 | 0 |
| Mar 2024 | $79.4M | $79.4M | $0 | 1 | 0 |
| Feb 2023 | $67M | $67M | $0 | 1 | 0 |
| Feb 2022 | $70.8M | $70.8M | $0 | 1 | 0 |
| Feb 2021 | $58.2M | $58.2M | $0 | 1 | 0 |
| Jun 2020 | $52.1M | $52.1M | $0 | 1 | 0 |
| Jan 2020 | $52.1M | $52.1M | $0 | 1 | 0 |
| Mar 2019 | $45.6M | $45.6M | $0 | 1 | 0 |
| Mar 2018 | $46.8M | $46.8M | $0 | 1 | 0 |
| Mar 2017 | $40.7M | $40.7M | $0 | 1 | 26 |
| Mar 2016 | $36.2M | $36.2M | $0 | 1 | 26 |
| Mar 2015 | $34M | $34M | $0 | 1 | 26 |
| Mar 2014 | $30.1M | $30.1M | $0 | 1 | 26 |
| Nov 2013 | $29.9M | $29.9M | $0 | 1 | 26 |
| Nov 2013 | $29.9M | $29.9M | $0 | 1 | 26 |
DateMar 2025
Total AUM$88.3M
Discretionary$86.8M
Non-Disc.$1.4M
Employees1
Clients0
DateMar 2024
Total AUM$79.4M
Discretionary$79.4M
Non-Disc.$0
Employees1
Clients0
DateFeb 2023
Total AUM$67M
Discretionary$67M
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$70.8M
Discretionary$70.8M
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$58.2M
Discretionary$58.2M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees1
Clients0
DateJan 2020
Total AUM$52.1M
Discretionary$52.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$45.6M
Discretionary$45.6M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$46.8M
Discretionary$46.8M
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$40.7M
Discretionary$40.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2016
Total AUM$36.2M
Discretionary$36.2M
Non-Disc.$0
Employees1
Clients26
DateMar 2015
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees1
Clients26
DateMar 2014
Total AUM$30.1M
Discretionary$30.1M
Non-Disc.$0
Employees1
Clients26
DateNov 2013
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees1
Clients26
DateNov 2013
Total AUM$29.9M
Discretionary$29.9M
Non-Disc.$0
Employees1
Clients26