RIA IntelAdvisersMarylandAUDIBLE WEALTH MANAGEMENT LLC

AUDIBLE WEALTH MANAGEMENT LLC

Advisory

SILVER SPRING, MD

Data as of Aug 17, 2026 · Source: SEC Form ADV

Rank in MD
#403
of 468 advisers by AUM
Average account
$81K
across 945 accounts
AUM per adviser
$19M
4 advisers

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM
$76M
1-Year AUM Growth
3-Year CAGR
Employees
4
Assets Under Management
Total AUM$76M
Discretionary AUM$76M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients505
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndJune
Operates In15 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

CELESTIAL WEALTH MANAGEMENT, LLC
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ANCHOR WEALTH ADVISORS, LLC
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AMES STEVEN REEDE
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$76M
+23.0% 1Y
CAPITAL INVESTMENT MANAGEMENT INC.
$76M
-10.1% 1Y
SEAN LOUIS DEFREHN
$75M
PHILADELPHIA INVESTMENT MANAGEMENT CO
POCOMOKE, MD
$75M
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