This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-19-2018
- Office Locations
- 1
Office Locations
About Babb Wealth Advisors LLC
Babb Financial Group (Babb Wealth Advisors) is a Flagstaff, AZ fiduciary team providing integrated financial planning, investment strategy, and in-house tax planning/preparation for individuals, families, and small business owners regionally and nationwide. Planning includes retirement, business transition guidance, and estate coordination, with portfolios often implemented using ETFs. Custody includes Charles Schwab. Founded in 1981.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TRAVIS CHRISTOPHER BABB
President, Senior Advisor
- CRD
- #5561676
- Ownership
- Less than 5%
KATHLEEN MARIE SCHROEDER
Chief Compliance Officer, Financial Advisor
- CRD
- #5731595
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
MICHAEL WALSH GORMAN
Financial Advisor
- CRD
- #6737228
Spencer Head
--
- CRD
- #6719096
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $209,100,827 | $226,300 |
| Non-Discretionary | $332,500 | $110,833 |
| Total | $209,433,327 | $225,926 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing