Fma Wealth Management, LLC
Fma Wealth Management, LLC is an SEC-registered wealth manager in Duxbury, MA with $174.0M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Fma Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313049, SEC 801-120645, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $174.0M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- Duxbury, MA
- Employees
- 2
- Clients
- 144
- CRD
- 313049
- Ownership
- MORRIS, JAMES, MARC
How much AUM does Fma Wealth Management, LLC have?
Fma Wealth Management, LLC reported $174.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Fma Wealth Management, LLC?
Disclosed owners and executives of Fma Wealth Management, LLC include MORRIS, JAMES, MARC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.