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FARNSLEY WEALTH MANAGEMENT, LLC

Advisory

PORT ST. JOE, FL

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in FL
#1,454
of 2,610 advisers by AUM
AUM change, 1 year
-12.0%
19th percentile in FL
AUM CAGR, 3 year
-9.1%
compound annual growth
Average account
$643K
across 113 accounts
AUM per adviser
$73M
1 adviser
Filing history
19
filings since 2007

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM
$73M
1-Year AUM Growth
-12.0%
3-Year CAGR
-9.1%
Employees
3
Assets Under Management
Total AUM$73M
Discretionary AUM$2M
Non-Discretionary AUM$70M
Discretionary %3.4%
Total Clients127
Team
Total Employees3
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record19
First FilingOct 19, 2007
Latest FilingMar 18, 2026
Full AUM trend chart and 19 historical filings spanning 19+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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