FMA WEALTH MANAGEMENT, LLC
CRD #313049 SEC #801-120645 DUXBURY, MA 781-934-7880
SEC Registered
Total AUM
$157.4M
Discretionary
$157.4M
Employees
2
Clients
0
Accounts
429
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $157.4M | $157.4M | $0 | 2 | 1 |
| Feb 2024 | $141.7M | $141.7M | $0 | 2 | 1 |
| Aug 2023 | $130.4M | $130.4M | $0 | 2 | 1 |
| Jul 2023 | $130.4M | $130.4M | $0 | 2 | 1 |
| Mar 2023 | $130.4M | $130.4M | $0 | 2 | 1 |
| Mar 2022 | $156.6M | $147.1M | $9.5M | 2 | 10 |
| Dec 2021 | $133.7M | $124.4M | $9.3M | 2 | 0 |
| Jun 2021 | $133.7M | $124.4M | $9.3M | 2 | 0 |
| Apr 2021 | $0 | $0 | $0 | 1 | 0 |
| Feb 2021 | $0 | $0 | $0 | 1 | 0 |
DateJan 2025
Total AUM$157.4M
Discretionary$157.4M
Non-Disc.$0
Employees2
Clients1
DateFeb 2024
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees2
Clients1
DateAug 2023
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees2
Clients1
DateJul 2023
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees2
Clients1
DateMar 2023
Total AUM$130.4M
Discretionary$130.4M
Non-Disc.$0
Employees2
Clients1
DateMar 2022
Total AUM$156.6M
Discretionary$147.1M
Non-Disc.$9.5M
Employees2
Clients10
DateDec 2021
Total AUM$133.7M
Discretionary$124.4M
Non-Disc.$9.3M
Employees2
Clients0
DateJun 2021
Total AUM$133.7M
Discretionary$124.4M
Non-Disc.$9.3M
Employees2
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0