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| FMA Wealth Management LLC
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|---|---|
| CRD # | 313049 |
| SEC # | 801-120645 |
| CIK # | 0002011155 |
| AUM | 174.0 M (2026-02-27) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 781-934-7880 |
| Address | 33 Railroad Avenue Duxbury, MA 02332 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.2 | ||
| FPL Group Inc | 0.7 | ||
| Advanced Micro Devices Inc | 0.6 | ||
| Microsoft Corp | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 39.3 |
| (b) Individuals (high net worth individuals) | 52 | 131.0 |
| (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 | 0 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 435 | 174.0 |
| By Discretionary | ||
| Discretionary | 435 | 174.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 435 | 174.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.0 | |
| Total | 435 | 174.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011155] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Retail |
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