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BABYLON WEALTH MANAGEMENT LLC

Advisory

WALNUT CREEK, CA

Data as of Apr 7, 2026 · Source: SEC Form ADV

Rank in CA

#3,793

of 5,480 advisers by AUM

Average account

$796K

across 45 accounts

AUM per adviser

$36M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 7, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$36M

Discretionary AUM$34M

Non-Discretionary AUM$2M

Discretionary %95%

Total Clients45

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

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

45 clients

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

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Advisers of similar size in CA

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

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NEWPORT BEACH, CA

$36M

THE BRAUNER COMPANY

REDWOOD CITY, CA

$36M

CORINTHIAN WEALTH MANAGEMENT, LLC

$36M

DOWNIE FINANCIAL GROUP LLC

MISSION VIEJO, CA

$36M

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