CRD: 283309
Babylon Wealth Management LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Deutsche Bank · SSG · Wells Fargo
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 95.0% is discretionary and 5.0% is non-discretionary.
The firm reports 1 advisory representatives and 45 clients, or 45 clients per representative. That equates to $795.9K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on April 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Babylon Wealth Management LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Babylon Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STOYAN VESELINOV PANAYOTOV
Financial Advisor, General Partner, President
- CRD
- #4861190
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Babylon Wealth Management LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.