PHILADELPHIA, PACRD 151225Latest ADV March 27, 2026
Fft Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Philadelphia, PA. Its latest Form ADV filing, dated March 27, 2026, reports $2.3B in regulatory assets under management, 38 employees, 3 offices, and 130 accounts.
Assets Under Management
$2.3B
Employees
38
Offices
3 offices
Total Clients
74
Primary office
PHILADELPHIA, PA
TWO LIBERTY PLACE, FLOOR 34, PHILADELPHIA, PA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 98.6% of total clients.
Top client categories% of clientsClients
1
HNWI
98.6%
73
2
Investment Cos.
1.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 27, 2026
Discretionary62.4%
$1.5B
62% of total RAUM62.4%
Non-discretionary37.6%
$880M
38% of total RAUM37.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.3B
Total Accounts130
10Y AUM Change$-1.3B (-36.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees38
Clients per Employee2:1
10Y Employee Change+21 (+123.5%)
* 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.