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Fft Wealth Management LLC

● SEC registered since 2009CRD 151225SEC# 801-70638Philadelphia, PA
Export (members)
Ranks #955 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$6.05B
Fund GAV
Private funds
1
Employees
45
Accounts
116
Location
Philadelphia, PA

Fft Wealth Management LLC assets under management

Fft Wealth Management LLC is an investment advisory firm registered with the SEC based in Philadelphia, PA. The firm has been registered since 2009. It reports $6.1 billion in regulatory assets under management and employs 45 people. Fft Wealth Management LLC manages 1 private fund, including Fft Private Investment Fund II LP. By regulatory assets, it ranks 955 of 5,911 private fund managers.

Fft Wealth Management LLC private funds

1 funds · — GAV
FundTypeGross assetsMin.
Fft Private Investment Fund II LPPrivate Equity$1M

Fft Wealth Management LLC owners & executives

9 reported
NameTitleOwnershipSince
Andrew Patrick MehalkoChief Investment OfficerUnder 5%2019
Fwm Holdings, LLC ControlManaging MemberOver 75%2011
Jonathan Richard Walsh ControlChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Fft Wealth Management LLC manage?

Fft Wealth Management LLC reports $6.1 billion in regulatory assets under management on its Form ADV.

How many private funds does Fft Wealth Management LLC manage?

Fft Wealth Management LLC manages 1 private funds with combined gross assets of undisclosed value.

How many employees does Fft Wealth Management LLC have?

Fft Wealth Management LLC reports 45 employees.

Where is Fft Wealth Management LLC located?

Fft Wealth Management LLC is based in Philadelphia, PA and has been SEC-registered since 2009.

Does Fft Wealth Management LLC disclose fund performance?

Fft Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2 Liberty Place, Floor 34, Philadelphia, PA 19102
Phone610-545-6100
Office hours9 a.m. To 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.18B
Non-discretionary$4.87B
Total (RAUM)$6.05B

Service providers

Custodian