FMA WEALTH MANAGEMENT, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Massachusetts, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	435	$141.7M
Non-Discretionary	0	$0
Total	435	$141.7M

Clients

Type	Number	RAUM
Individuals	95	$32.8M
HNW Individuals	50	$105.2M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$3.7M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	1
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-120645
SEC ERA File Number	801-120645
SEC CIK Numbers	2011155
SEC CRD Numbers	313049
Legal Entity Identifier	None

Principal Office

33 RAILROAD AVENUE
SUITE 2
DUXBURY
MA
United States

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic