Sabbia Faro Wealth Management LLC

EST. AUM
$50,627,470

CONTACTS
1

CLIENT ACCOUNTS
57

Firm Details

Metro area New York City
CRD Number 306358
Website n
Client types

Overview

Sabbia Faro Wealth Management LLC (“SFWM”) is a Limited Liability Company organized in the State of New York. The firm was established in November 2019, and its principal owner is Tonia Gustafson. SFWM provides portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. Each client receives an Investment Policy Statement outlining their financial situation, including income, tax levels, and risk tolerance. The firm’s portfolio management services include investment strategy, personal investment policy, asset allocation, asset selection, risk tolerance, and regular portfolio monitoring. SFWM adheres to its fiduciary obligations by ensuring fair and equitable allocation of investment opportunities among clients, avoiding practices that could systematically favor or disadvantage any client. The firm primarily advises on mutual funds, fixed income securities, equities, ETFs, and non-U.S. securities but may utilize other securities to diversify portfolios when necessary. When providing advice regarding retirement accounts, SFWM acknowledges its fiduciary role under ERISA and the Internal Revenue Code, committing to act in the client’s best interest. Clients may impose restrictions on certain investments based on personal values or beliefs. If such restrictions hinder SFWM’s ability to provide proper service or conflict with the firm’s standard offerings, SFWM may terminate the relationship.

Platform Details

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Investment Preferences

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Address

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

Sabbia Faro Wealth Management LLC

Platform Details

Investment Preferences

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