CRD: 313049
FMA Wealth Management, LLC
Duxbury, MA, 02332
7819347880
$174.0M Total AUM
$174.0M Disc. AUM
-- 3Y CAGR
2 Employees
145 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- VertexFrontier insight
- Established Date
- 03-31-2021
- Office Locations
- 1
Office Locations
33 Railroad Avenue Suite 2 Duxbury MA
About FMA Wealth Management, LLC
FMA Wealth Management, LLC is an SEC-registered RIA in Duxbury, MA serving retail investors—especially business owners and entrepreneurs—with financial and investment planning, including tax and estate planning, charitable giving, and insurance guidance. Portfolios skew heavily to ETFs, with custody through Charles Schwab.
Team overview
-- AVG AGE
$174.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
5.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Unison Ridge beacon
Client Personas
Horizon Catalyst
Custodian
Vertex Quantum pathway
Investment Themes
Focus oak Insight
Investment Vehicles
Pioneer unison
Services
Harbor Zenith Wave capital Alpha vital Delta Signal Quantum
Technology
Frontier beacon Alpha
Owner & Executives
J
JAMES MARC MORRIS
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #705495
- Ownership
- 75% or more
(970) 831-6364
bridge.vector@northcapital.com
in linkedin.com/in/legacy-north
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,004,778 | $400,011 |
| Non-Discretionary | $0 | -- |
| Total | $174,004,778 | $400,011 |
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Separately Managed Accounts
Total SMA Asset: $174,004,778
Equity - Exchange:
33.3% Public Funds:
31.9% Cash:
18.2% U.S. Government/Agency:
16.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,804,523,452 | 33.3% |
| Public Funds | $2,686,615,559 | 31.9% |
| Cash | $1,532,802,607 | 18.2% |
| U.S. Government/Agency | $1,398,050,730 | 16.6% |
| Total | $8,421,992,348 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE VERTEX PATHWAY | FOUNDATION OAK | DFY64RYCU | HNV | 10.77% | $14,386,043 |
| FOUNDATION BEACON | FOUNDATION FOCUS | ZLGJ2VNPH | ZCPRB | 3.28% | $79,988,357 |
| BRIDGE NORTH BRIDGE | CREST EMBER | 50U1SX3WB | LHIL | 11.50% | $49,664,564 |
| HORIZON OAK | QUANTUM CAPITAL | 5VV5U8TC3 | BOU | 5.41% | $115,149,370 |
| RADIAL HORIZON BEACON | OAK VECTOR | RBWONZ7TI | LHOXO | 2.24% | $49,173,730 |
| PRIME MERIDIAN NORTH | BEACON NORTH | 9JJHQ83GK | JCERF | 7.36% | $87,354,278 |
| CATALYST FOCUS | HARBOR VALUE | NA8WNGF8Z | INR | 8.71% | $94,005,588 |
| VITAL LEGACY MERIDIAN | CAPITAL MOMENTUM | 2SGXAIZ10 | ANWGA | 7.10% | $95,031,071 |