F
$44.4M Total AUM
$44.4M Disc. AUM
-- 3Y CAGR
2 Employees
140 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-28-2025
- Office Locations
- 2
Office Locations
55 Merritt Blvd Trumbull CT
9776 S. Military Trail Suite D2-1 Boynton Beach FL
About FAO Wealth INC
FAO Wealth INC is a Trumbull-based RIA with 2 offices. The firm has been operating for 1 years. Managing $44.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$22.2M AVG AUM / ADVISOR
$317.0K AVG AUM / CLIENT
1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Technology
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Owner & Executives
ABRAM M OZECK
Chief Compliance Officer
- CRD
- #6440727
- Ownership
- 75% or more
Available
Available
Available
FLOYD OZECK
Managing Member
- CRD
- #4488484
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,380,981 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,380,981 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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