BABB WEALTH ADVISORS LLC
CRD #298347 SEC #801-125695 FLAGSTAFF, AZ 928-526-2911
SEC Registered
Total AUM
$140.9M
Discretionary
$140.9M
Employees
8
Clients
101
Accounts
810
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $140.9M | $140.9M | $0 | 8 | 0 |
| May 2025 | $140.9M | $140.9M | $0 | 6 | 0 |
| Mar 2025 | $140.9M | $140.9M | $0 | 6 | 0 |
| Aug 2024 | $116.5M | $116.5M | $0 | 5 | 5 |
| Jul 2024 | $116.5M | $116.5M | $0 | 5 | 329,602 |
| Jul 2024 | $116.5M | $116.5M | $0 | 5 | 329,602 |
| Mar 2024 | $116.5M | $116.5M | $0 | 5 | 329,602 |
| Jan 2024 | $106.1M | $106.1M | $0 | 5 | 7 |
| Oct 2023 | $106.1M | $106.1M | $0 | 5 | 7 |
| Oct 2023 | $106.1M | $106.1M | $0 | 5 | 7 |
| May 2023 | $106.1M | $106.1M | $0 | 5 | 7 |
| Mar 2023 | $106.1M | $106.1M | $0 | 5 | 7 |
| Mar 2023 | $106.1M | $106.1M | $0 | 5 | 7 |
| Nov 2022 | $119M | $119M | $0 | 5 | 0 |
| Aug 2022 | $119M | $119M | $0 | 5 | 0 |
| Aug 2022 | $119M | $119M | $0 | 5 | 0 |
| Jun 2022 | $119M | $119M | $0 | 5 | 0 |
| May 2022 | $119M | $119M | $0 | 5 | 0 |
| Apr 2022 | $119M | $119M | $0 | 5 | 0 |
DateAug 2025
Total AUM$140.9M
Discretionary$140.9M
Non-Disc.$0
Employees8
Clients0
DateMay 2025
Total AUM$140.9M
Discretionary$140.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$140.9M
Discretionary$140.9M
Non-Disc.$0
Employees6
Clients0
DateAug 2024
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees5
Clients5
DateJul 2024
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees5
Clients329,602
DateJul 2024
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees5
Clients329,602
DateMar 2024
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees5
Clients329,602
DateJan 2024
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees5
Clients7
DateOct 2023
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees5
Clients7
DateOct 2023
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees5
Clients7
DateMay 2023
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees5
Clients7
DateMar 2023
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees5
Clients7
DateMar 2023
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees5
Clients7
DateNov 2022
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0
DateAug 2022
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0
DateAug 2022
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0
DateJun 2022
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0
DateMay 2022
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients0