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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-31-2021
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between January 31, 2025 and February 27, 2026, reported AUM increased 10.6%, from $157.4M to $174.0M.
Across 5 reported observations, AUM increased 11.1% between March 9, 2022 and February 27, 2026, from $156.6M to $174.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 145 clients, or 145 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full FMA Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES MARC MORRIS
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #705495
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
FMA Wealth Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
FMA Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.