ROCHESTER, NYCRD 125627Latest ADV January 30, 2026
Fama Fiduciary Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rochester, NY. Its latest Form ADV filing, dated January 30, 2026, reports $100M in regulatory assets under management, 1 employee, and 209 accounts.
Assets Under Management
$100M
Employees
1
Offices
--
Total Clients
61
Primary office
ROCHESTER, NY
3445 WINTON PLACE, SUITE 242, ROCHESTER, NY, United States
Top client segmentHNWI represent 67.2% of total clients.
Top client categories% of clientsClients
1
HNWI
67.2%
41
2
Individuals
29.5%
18
3
Corporations
3.3%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$100Mas of January 30, 2026
Discretionary100.0%
$100M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$100M
Total Accounts209
10Y AUM Change+$59M (+145.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee61:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.