CRD: 283309
Babylon Wealth Management LLC
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- Custodian
- Deutsche Bank · SSG · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-06-2016
- Office Locations
- 1
Office Locations
About Babylon Wealth Management LLC
Babylon Wealth Management is a fiduciary, boutique advisory firm serving individuals, families, and businesses in the San Francisco Bay Area, with stock-options planning offered nationally for tech professionals. Services include comprehensive financial planning, investment management, tax-smart strategies, retirement and estate planning, and risk management. Portfolios are primarily ETF-based (with some cash and U.S. government bonds), and the firm uses Black Diamond.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STOYAN VESELINOV PANAYOTOV
Financial Advisor, General Partner, President
- CRD
- #4861190
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,038,632 | -- |
| Non-Discretionary | $1,778,396 | -- |
| Total | $35,817,028 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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