RIA Intel›Advisers›Arizona›BABIN WEALTH MANAGEMENT LLC

BABIN WEALTH MANAGEMENT LLC

Advisory

SCOTTSDALE, AZ

Data as of Jan 12, 2026 · Source: SEC Form ADV

Average account

$128K

across 224 accounts

AUM per adviser

$29M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$29M

Discretionary AUM$28M

Non-Discretionary AUM$323K

Discretionary %98.9%

Total Clients105

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

105 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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