RIA Intel›Advisers›Pennsylvania›FFT WEALTH MANAGEMENT LLC

FFT WEALTH MANAGEMENT LLC

Advisory

N·PHILADELPHIA, PA

Data as of Jul 13, 2026 · Source: SEC Form ADV

Total AUM

$2.3B

1-Year AUM Growth

+93.6%

3-Year CAGR

+18.3%

Employees

22

Assets Under Management

Total AUM$2.3B

Discretionary AUM$1.5B

Non-Discretionary AUM$880M

Discretionary %62.4%

Total Clients66

Team

Total Employees22

Investment Advisers36

Employee Growth (1Y)+18.2%

Filing History

Total Filings on Record55

First FilingSep 17, 2009

Latest FilingJul 13, 2026

🔒 Full AUM trend chart and 55 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FFT WEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.