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 24 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 8 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 27 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 3 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 33 years of experience in the finance industry.

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