$50.6M Total AUM
$21.5M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-25-2021
- Office Locations
- 1
Office Locations
-- Brooklyn NY
About Sabbia Faro Wealth Management LLC
Sabbia Faro Wealth Management LLC is a Brooklyn-based RIA. The firm has been operating for 4 years. Managing $50.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$50.6M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
TONIA GUSTAFSON
Chief Compliance Officer, Managing Member, Operations Team Member
- CRD
- #2265097
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,524,418 | $978,383 |
| Non-Discretionary | $29,103,052 | $831,516 |
| Total | $50,627,470 | $888,201 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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