FMA Wealth Management, LLC

EST. AUM
$174,004,778

CONTACTS

CLIENT ACCOUNTS
435

Firm Details

Metro area Boston
CRD Number 313049
Website
Client types

Overview

FMA Wealth Management, LLC is a SEC-registered investment adviser headquartered in Duxbury, Massachusetts. The firm provides customized wealth management, financial planning, and discretionary investment advisory services for individuals, high-net-worth individuals, trusts, estates, charitable organizations, and businesses using long-term strategic portfolio management methodologies.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

FMA Wealth Management, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company