# Fama Fiduciary Wealth LLC

> Fama Fiduciary Wealth LLC is an SEC-registered investment advisory firm in Manchester, MO, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 125627
- Filed as: FAMA FIDUCIARY WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Manchester, MO
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125627
- AdvisorCensus page: https://advisorcensus.com/firm/fama-fiduciary-wealth-llc-manchester-mo-125627

## Quick answers

**How is Fama Fiduciary Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fama Fiduciary Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Fama Fiduciary Wealth LLC charge?**
Its Form ADV Part 2A brochure dated January 30, 2026 states: Hourly rate: up to $500 an hour (account review services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Fama Fiduciary Wealth LLC located?**
Fama Fiduciary Wealth LLC's principal office is in Manchester, MO, according to its Form ADV.

**Is Fama Fiduciary Wealth LLC registered with the SEC or a state?**
Fama Fiduciary Wealth LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 125627.

**How much does Fama Fiduciary Wealth LLC manage?**
Fama Fiduciary Wealth LLC reports $119,033,461 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**How have Fama Fiduciary Wealth LLC's assets and staff changed since 2021?**
In the Form ADV data for Fama Fiduciary Wealth LLC: Regulatory assets under management: $58,165,899 in the October 2021 data and $119,033,461 in the October 2026 data, up 105%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fama Fiduciary Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (41); individuals (other than high net worth individuals) (18); corporations or other businesses not listed above (2).

**Which custodians does Fama Fiduciary Wealth LLC use?**
Fama Fiduciary Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Fama Fiduciary Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/125627

**What changed in Fama Fiduciary Wealth LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $99,876,488 to $119,033,461 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 30, 2026)

- Hourly rate: up to $500 an hour (account review services)

> If we provide hourly or fixed-free account review services to individuals seeking investment advice on a limited or one-time only basis, the hourly rate for account review services is negotiable but will not exceed $500 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $119,033,461
- Discretionary: $119,033,461
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $11,568,000 |
| High net worth individuals | 41 | $107,034,018 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 2 | $431,443 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2013 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MO, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- andrewfama.com
- famawealth.com
- LinkedIn @famafiduciarywealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $58,165,899 | 1 | February 28, 2021 |
| October 2022 | $70,815,734 | 1 | February 8, 2022 |
| October 2023 | $67,016,298 | 1 | February 6, 2023 |
| October 2024 | $79,446,123 | 1 | March 14, 2024 |
| October 2025 | $88,272,368 | 1 | March 13, 2025 |
| October 2026 | $119,033,461 | 1 | September 28, 2026 |

Regulatory assets under management: $58,165,899 in the October 2021 data and $119,033,461 in the October 2026 data, up 105%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $99,876,488 to $119,033,461 (+19%).

### September 2026
- Registered or notice-filed in FL, MO.

### February 2026
- Regulatory assets under management went from $88,272,368 to $99,876,488 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fama Fiduciary Wealth LLC (CRD 125627): Form ADV filing data as of October 2026.