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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Zenith crestEagle timber +more
- Established Date
- 09-04-2024
- Office Locations
- 1
Office Locations
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
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Owner & Executives
Sean Babin
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #6020123
- Ownership
- 75% or more
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| 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
| 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% |