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
Babb Wealth Advisors LLC
By the Numbers
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Total Assets Under Management117MILLION
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Total Number of Accounts697ACCOUNTS
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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
1
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.
2
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.
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