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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MORRIS, JAMES, MARC | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MORRIS, JAMES, MARC | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MORRIS, JAMES, MARC | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MORRIS, JAMES, MARC | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MORRIS, JAMES, MARC | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MORRIS, JAMES, MARC | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MORRIS, JAMES, MARC | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MORRIS, JAMES, MARC | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MORRIS, JAMES, MARC | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MORRIS, JAMES, MARC | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MORRIS, JAMES, MARC | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 31, 2025 REGISTERED
Notice Filings (6)
CA FL MA ME NH NY
Address
33 RAILROAD AVENUESUITE 2
DUXBURY, MA 02332
United States
Phone: 781-934-7880