FMA WEALTH MANAGEMENT, LLC

DUXBURY, Massachusetts·1 registered advisor·CRD# 313049
SEC# 801-1206450781-934-7880
01

Firm Overview

AUM
$142M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FMA WEALTH MANAGEMENT, LLC

1 registered advisor
James Marc Morris
DUXBURY, Massachusetts
05

Office Locations

DUXBURY, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. FMA WEALTH MANAGEMENT, LLC (CRD# 313049) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.