Fba Wealth Managment, LLC

Fba Wealth Managment, LLC (CRD# 146390) is a financial advisory firm headquartered in Southampton, PA. They manage $25,000,000 in 700 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    700
    ACCOUNTS
  • Average Account Value
    $35,714
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CO, FL, IN, NJ, PA, WA

Financial Advisors at Fba Wealth Managment, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Adi Benyishay
CRD#: 2183586
102 Lakeside Park, Southampton, PA 18966
93
Wealthminder
score

Adi Benyishay (CRD# 2183586) is an Investment Advisor Representative working at Fba Wealth Managment, LLC in Southampton, PA and has over 25 years of experience in the finance industry.

2
Michael J. Murray
CRD#: 1011914
102 Lakeside Park, Southampton, PA 18966
93
Wealthminder
score

Michael Murray (CRD# 1011914) is an Investment Advisor Representative working at Fba Wealth Managment, LLC in Southampton, PA and has over 9 years of experience in the finance industry.

3
James L. Reynolds
CRD#: 1911474
102 Lakeside Park, Southampton, PA 18966
93
Wealthminder
score

James Reynolds (CRD# 1911474) is an Investment Advisor Representative working at Fba Wealth Managment, LLC in Southampton, PA and has over 28 years of experience in the finance industry.

4
Douglas M. Podboreski
CRD#: 6200691
102 Lakeside Park, Southampton, PA 18966
90
Wealthminder
score

Douglas Podboreski (CRD# 6200691) is an Investment Advisor Representative working at Fba Wealth Managment, LLC in Southampton, PA and has over 4 years of experience in the finance industry.

5
Thomas J. Crisman
CRD#: 851859
15849 N. 71st St., Scottsdale, AZ 85254
81
Wealthminder
score

Thomas Crisman (CRD# 851859) is an Investment Advisor Representative working at Fba Wealth Managment, LLC in Scottsdale, AZ and has over 34 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.