Faubion Wealth Management LLC

Faubion Wealth Management LLC (CRD# 309318) is a financial advisory firm headquartered in , . They manage $13,881,728 in 90 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.facebook.com/faubion-wealth-management-104533881319081
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $154,241
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Faubion Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Faubion, financial advisor Dublin CA
Matthew J. Faubion
CRD#: 6108371
Dublin, CA

Matthew Faubion (CRD# 6108371) is an Investment Advisor Representative working at Faubion Wealth Management LLC in Dublin, CA and has over 11 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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