BABB WEALTH ADVISORS LLC

FLAGSTAFF, Arizona·2 registered advisors·CRD# 298347
SEC# 801-1256950928-526-2911
01

Firm Overview

AUM
$117M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Other: THIRD PARTY MANAGERS
03

Specialties

Investment Management
04

Advisors at BABB WEALTH ADVISORS LLC

2 registered advisors
Kathleen Marie Schroeder
FLAGSTAFF, Arizona
Travis Christopher Babb
FLAGSTAFF, Arizona
05

Office Locations

FLAGSTAFF, Arizona
2 advisors

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Data sourced from SEC Form ADV filings. BABB WEALTH ADVISORS LLC (CRD# 298347) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.