RIA Intel›Advisers›Arizona›BABB WEALTH ADVISORS LLC

BABB WEALTH ADVISORS LLC

Advisory

N·FLAGSTAFF, AZ

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$209M
1-Year AUM Growth
+9.8%
3-Year CAGR
+3.2%
Employees
3
Assets Under Management
Total AUM$209M
Discretionary AUM$209M
Non-Discretionary AUM$333K
Discretionary %99.8%
Total Clients310
Team
Total Employees3
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record17
First FilingApr 18, 2022
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 17 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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