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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| FAMA Fiduciary Wealth LLC
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|---|---|
| CRD # | 125627 |
| SEC # | 801-78791 |
| CIK # | |
| AUM | $88.3 M (2025-03-13) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 585-292-6007 |
| Address | 3445 Winton Place Rochester, NY 14623 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 12.9 |
| (b) Individuals (high net worth individuals) | 36 | 75.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 213 | 88.3 |
| By Discretionary | ||
| Discretionary | 209 | 86.8 |
| Non-Discretionary | 4 | 1.4 |
| Total | 213 | 88.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 88.3 | |
| Total | 213 | 88.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Box Financial Advisors LLC
✚
|
TX | 0.1 |
|
Federal PREP Advisors Inc
✚
|
NY | 0.1 |
|
Bridge Financial Planning LLC
✚
|
0.1 | |
|
Capstone Wealth Management Corp
✚
|
FL | 0.1 |
|
Timbuktu Capital Management LLC
✚
|
MA | 0.1 |
|
Lee Investment Management LLC
✚
|
NY | 0.1 |
|
Collega Capital Management SRL
✚
|
0.1 | |
|
Secure Retirement Financial & Insurance Services Corp
✚
|
CA | 0.1 |
|
Conrad Capital Management Inc
✚
|
NY | 0.1 |
|
BONE FIDE Wealth LLC
✚
|
NY | 0.1 |