$72.7M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
3 Employees
127 ADV. Clients
24 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2002
- Office Locations
- 1
Office Locations
202 Marina Drive Suite 302 Port St. JOE FL
About Farnsley Wealth Management, LLC
Farnsley Wealth Management, LLC is a Port St. Joe, FL advisory firm (est. 2002) providing financial planning and portfolio management, including tax and estate planning, insurance guidance, and 529 planning. Client focus includes entrepreneurs. Portfolios are built largely with ETFs and investment-grade fixed income, custodied at Fidelity/NFS; advisory relationships are primarily non-discretionary.
Team overview
53 AVG AGE
$72.7M AVG AUM / ADVISOR
$572.3K AVG AUM / CLIENT
24.6 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
AARON STEPHEN FARNSLEY
Chief Compliance Officer
- CRD
- #2401429
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,462,282 | -- |
| Non-Discretionary | $70,217,353 | $586,667 |
| Total | $72,679,635 | $586,667 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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