Investment adviser · CRD 335746
FAO WEALTH INC
Investment adviser filing (IA)
TRUMBULL, CT, United States · Form ADV filed Sep 3, 2025
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 3, 2025. View historical filings
Reported services
Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
55 MERRITT BLVDTRUMBULL, CT, 06611, United States
CRD 335746
Filing source
Form ADV 2007777 · Sep 3, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.