| Name | Title | Ownership | Since |
|---|---|---|---|
| Babb Holdings, LLC Control | Owner | Over 75% | 2025 |
| Kathleen Marie Schroeder Control | Chief Compliance Officer | Under 5% | 2018 |
| Travis Christopher Babb Control | President | Under 5% | 2018 |
Babb Wealth Advisors LLC reports $140.9 million in regulatory assets under management on its Form ADV.
Babb Wealth Advisors LLC reports 8 employees.
Babb Wealth Advisors LLC is based in Flagstaff, AZ and has been SEC-registered since 2022.
Babb Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 19 W. Aspen Avenue, Flagstaff, AZ 86001 |
| Phone | 928-526-2911 |
| Fax | (928) 526-8414 |
| Office hours | 8:00 a.m. - 5:00 p.m. M-Th 8:00 - 12:00 F |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $140.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $140.9M |