Babb Wealth Advisors LLC
Babb Wealth Advisors LLC is an SEC-registered mass-market adviser in Flagstaff, AZ with $209.4M assets under management (AUM, regulatory AUM), +49% over one year. See who owns Babb Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298347, SEC 801-125695, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $209.4M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Flagstaff, AZ
- Employees
- 8
- Clients
- 347
- CRD
- 298347
- Ownership
- BABB, TRAVIS, CHRISTOPHER; SCHROEDER, KATHLEEN, MARIE; BABB HOLDINGS, LLC
How much AUM does Babb Wealth Advisors LLC have?
Babb Wealth Advisors LLC reported $209.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Babb Wealth Advisors LLC?
Disclosed owners and executives of Babb Wealth Advisors LLC include BABB, TRAVIS, CHRISTOPHER, SCHROEDER, KATHLEEN, MARIE, BABB HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.