Babb Wealth Advisors LLC

Babb Wealth Advisors LLC (CRD# 298347) is a financial advisory firm headquartered in Flagstaff, AZ. They manage $116,511,177 in 697 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details

19 W. Aspen Avenue, Flagstaff, AZ 86001

https://babbgroup.com

By the Numbers

Total Assets Under Management

117

MILLION
Total Number of Accounts

697

ACCOUNTS
Average Account Value

$167,161

Compensation Options

A percentage of assets under your management
Other

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AZ, CA, CO, LA, OR, TX

Financial Advisors at Babb Wealth Advisors LLC

Showing 1 - 2 of 2 top financial advisors.

Travis C. Babb

CRD#: 5561676

19 W. Aspen Avenue, Flagstaff, AZ 86001

Travis Babb (CRD# 5561676) is an Investment Advisor Representative working at Babb Wealth Advisors LLC in Flagstaff, AZ and has over 15 years of experience in the finance industry.

Kathleen M. Schroeder

CRD#: 5731595

19 W. Aspen Avenue, Flagstaff, AZ 86001

Kathleen Schroeder (CRD# 5731595) is an Investment Advisor Representative working at Babb Wealth Advisors LLC in Flagstaff, AZ and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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