F
CRD: 146390
FBA Wealth Management, LLC
Irwin, PA
7248635043
$25.0M Total AUM
$15.2M Disc. AUM
-- 3Y CAGR
4 Employees
426 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-10-2008
- Office Locations
- 1
Office Locations
-- Irwin PA
About FBA Wealth Management, LLC
FBA Wealth Management, LLC is a Irwin-based RIA. The firm has been operating for 18 years. Managing $25.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Prudential. Services offered include Asset Management, Insurance, Life Insurance.
Team overview
-- AVG AGE
$12.5M AVG AUM / ADVISOR
$58.7K AVG AUM / CLIENT
7.2 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Vital horizon Optima matrix Value horizon Ridge
Investment Themes
Optima summit
Investment Vehicles
Pioneer focus
Services
Focus Vertex prime Ember Vector signal
Owner & Executives
J
JAMES LLOYD REYNOLDS
Managing Member
- CRD
- #1911474
- Ownership
- 75% or more
(205) 346-5300
alpha.north@unisoncapital.com
in linkedin.com/in/prime-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,177,486 | -- |
| Non-Discretionary | $9,831,228 | -- |
| Total | $25,008,714 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,008,714
Public Funds:
38.2% Equity - Exchange:
28.8% Cash:
12.4% U.S. Government/Agency:
20.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,085,397,530 | 38.2% |
| Equity - Exchange | $1,572,236,882 | 28.8% |
| Cash | $676,935,324 | 12.4% |
| U.S. Government/Agency | $1,124,586,103 | 20.6% |
| Total | $5,459,155,839 | 100.0% |