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Babin Wealth Management

Babin Wealth Management. CRD 332423

Babin Wealth Management logo

CRD: 332423

Babin Wealth Management

Scottsdale, AZ, 85254
4808058106
$28.6M Total AUM
$28.3M Disc. AUM
-- 3Y CAGR
1 Employees
106 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail
Platforms
Zenith crestEagle timber +more
Established Date
09-04-2024
Office Locations
1

Office Locations

15051 N Kierland Blvd Floor 3 Scottsdale AZ

About Babin Wealth Management

Babin Wealth Management is a Scottsdale-based RIA providing comprehensive financial planning and portfolio management for mid-career professionals and families, including high earners with stock options/RSUs. The firm emphasizes proactive tax planning and disciplined, research-backed investing with diversification and risk management, and also offers ongoing financial coaching for clients who prefer to manage their own accounts. Custody includes Altruist and Schwab.

Team overview

33 AVG AGE
$28.6M AVG AUM / ADVISOR
$269.6K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Capital Matrix capital

Client Personas

Unison ember Ember crest Alpha

Custodian

Pioneer north Vector foundation Capital fusion Vector Crest

Investment Themes

Unison Optima Atlas atlas Meridian Insight quantum

Investment Vehicles

Timber

Platform

Pioneer zenith

Services

Meridian pioneer North Unison Matrix catalyst Harbor beacon Pioneer vital Prime frontier Momentum prime Timber glacier Unison quantum Radial

Technology

Timber Prime bridge Harbor

Owner & Executives

Sean Babin

Sean Babin

Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner

CRD
#6020123
Ownership
75% or more
(471) 344-4904
capital.harbor@deltacapital.com
in linkedin.com/in/optima-optima

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $28,258,800 --
Non-Discretionary $322,900 --
Total $28,581,700 --

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Separately Managed Accounts

Total SMA Asset: $28,581,700

$28.6M Total SMA
Public Funds:
21.9%
Cash:
47.8%
Equity - Exchange:
30.3%
Asset class Assets Assets %
Public Funds $1,588,088,119 21.9%
Cash $3,466,237,994 47.8%
Equity - Exchange $2,197,217,808 30.3%
Total $7,251,543,921 100.0%

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