# Farnsley Wealth Management, LLC

> Farnsley Wealth Management, LLC is a state-registered investment advisory firm in Port St. Joe, FL, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 125538
- Filed as: FARNSLEY WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Port St. Joe, FL
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125538
- AdvisorCensus page: https://advisorcensus.com/firm/farnsley-wealth-management-llc-port-st-joe-fl-125538

## Quick answers

**How is Farnsley Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Farnsley Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Farnsley Wealth Management, LLC located?**
Farnsley Wealth Management, LLC's principal office is in Port St. Joe, FL, according to its Form ADV.

**Is Farnsley Wealth Management, LLC registered with the SEC or a state?**
Farnsley Wealth Management, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 125538.

**How much does Farnsley Wealth Management, LLC manage?**
Farnsley Wealth Management, LLC reports $72,679,635 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (3% discretionary).

**What types of clients does Farnsley Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (62); pension and profit sharing plans (but not the plan participants or government pension plans) (20); individuals (other than high net worth individuals) (18).

**Does Farnsley Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125538

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $72,679,635
- Discretionary: $2,462,282
- Non-discretionary: $70,217,353

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $11,101,161 |
| High net worth individuals | 62 | $39,964,179 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 20 | $2,468,282 |
| Charitable organizations | 15 | $11,005,161 |
| Corporations or other businesses not listed above | 12 | $8,140,852 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- farnsley.com
- Facebook @farnsleywealthmanagement

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Farnsley Wealth Management, LLC (CRD 125538): Form ADV filing data as of October 2026.