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Fma Wealth Management, LLC

● SEC registered since 2021CRD 313049SEC# 801-120645Duxbury, MA
Export (members)
Reg. AUM
$174M
Employees
2
Accounts
435
Location
Duxbury, MA

Fma Wealth Management, LLC assets under management

Fma Wealth Management, LLC is an investment advisory firm registered with the SEC based in Duxbury, MA. The firm has been registered since 2021. It reports $174 million in regulatory assets under management and employs 2 people.
www.linkedin.com/in/jim-morris-3884a718View on SEC.gov ↗

Fma Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
James Marc Morris ControlManaging Member And Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Fma Wealth Management, LLC manage?

Fma Wealth Management, LLC reports $174 million in regulatory assets under management on its Form ADV.

How many employees does Fma Wealth Management, LLC have?

Fma Wealth Management, LLC reports 2 employees.

Where is Fma Wealth Management, LLC located?

Fma Wealth Management, LLC is based in Duxbury, MA and has been SEC-registered since 2021.

Does Fma Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address33 Railroad Avenue, Suite 2, Duxbury, MA 02332
Phone781-934-7880
Fax781-934-8220
Office hours9:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$174M
Non-discretionary$0
Total (RAUM)$174M